Morningstar

Hartford Municipal Short Duration Fund Class I HMJIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.97  /  0.00
  • Total Assets 39.1M
  • Adj. Expense Ratio
    0.460%
  • Expense Ratio 0.460%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.71%
  • Effective Duration 2.43 years

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HMJIX

Will HMJIX outperform in the 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 HMJIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Municipal Short Duration I holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings HMJIX

More HMJIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

4.73 2M
Cash and Equivalents

TEXAS ST TPK AUTH CENT TEX TPK SYS REV 0%

2.14 864,501
Cash and Equivalents

MAIN STR NAT GAS INC GA GAS SUPPLY REV 4%

2.12 856,531
municipal

ILLINOIS ST 5%

1.89 762,529
municipal

PHILADELPHIA PA SCH DIST 5%

1.58 639,002
municipal

NEW YORK ST DORM AUTH SALES TAX REV ST SUPPORTED DEBT 5%

1.35 544,269
municipal

NEW HAVEN CONN 5%

1.34 541,656
municipal

ILLINOIS ST 5.25%

1.33 536,363
municipal

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

1.32 535,408
municipal

MINNEAPOLIS & ST PAUL MINN MET ARPTS COMMN ARPT REV 5%

1.32 532,468
municipal

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