Morningstar

Hartford Schroders Core Fixed Income Fund Class R5 HSADX

Morningstar Medalist Rating
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  • NAV / 1-Day Return —  /  —
  • Fund Size $73.2M
  • Adjusted Expense Ratio 0.460%
  • Net Expense Ratio 0.460%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Large
  • Morningstar Category Intermediate Core Bond
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 4.69%
  • Average Effective Duration 6.16 yrs

Morningstar’s Analysis HSADX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Schroders Core Fixed Income R5 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

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Portfolio Holdings HSADX

More HSADX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Dec 26

7.21 6M
Government

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

4.97 4M
Government

United States Treasury Notes 1.875%

3.05 3M
Government

United States Treasury Notes 3.875%

2.49 2M
Government

Usd

2.24 2M
Cash and Equivalents

United States Treasury Notes 4.375%

2.16 2M
Government

United States Treasury Bills 0.01%

1.92 2M
Government

United States Treasury Bonds 3.875%

1.69 1M
Government

Federal Home Loan Mortgage Corp. 6%

1.67 1M
Securitized

2 Year Treasury Note Future Dec 26

1.45 1M
Government

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