Hartford Municipal Opportunities is run by experienced managers who follow a thorough, research-based approach to build this portfolio. While the maturing of the strategy's approach supports an upgrade of the Process Pillar rating to Above Average, the team remains on the smaller side by industry standards and has experienced some turnover, which is reason for pause. The strategy earns a Morningstar Analyst Rating of Neutral on most share classes and a Negative on its most expensive shares.
Will HHMIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HHMIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the HHMIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of HHMIX’s parent organization’s priorities and whether they’re in line with investors’ interests.