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Morningstar

Hartford Municipal Opportunities C HHMCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 8.31  /  0.13 %
  • Total Assets 1.7 Bil
  • Adj. Expense Ratio
    1.430%
  • Expense Ratio 1.420%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Muni National Interm
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.28%
  • Effective Duration 5.55 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 11:24 PM GMT+00:00

Morningstar’s Analysis HHMCX

Will HHMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HHMCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HHMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HHMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A solid, bottom-up research-based approach to the muni market.

Associate Director

Summary

| by Elizabeth Foos

The experienced managers running Hartford Municipal Opportunities follow a sensible, research-based approach to build this portfolio. The team remains on the smaller side by industry standards and has experienced some turnover in its analyst ranks but benefits from collaboration and remains in good hands. The strategy earns a Morningstar Analyst Rating of Neutral on most share classes and Negative on its most expensive shares.

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