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Morningstar

Hartford Total Return Bond HLS IA HIABX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.60  /  0.00
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.500%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.26%
  • Effective Duration 6.90 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HIABX

Will HIABX 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 HIABX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HIABX 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 HIABX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Hartford Total Return Bond HLS IA’s People Pillar and Parent Pillar underpin this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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