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Hartford Short Duration C HSDCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.56  /  −0.09 %
  • Total Assets 1.8 Bil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level High
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.98%
  • Effective Duration 1.93 years

USD | NAV as of May 29, 2024 | 1-Day Return as of May 29, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HSDCX

Will HSDCX outperform in future?

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

Well-prepared for a pending manager transition.

Senior Analyst Mike Mulach

Mike Mulach

Senior Analyst

Summary

Thanks to adept succession planning, Hartford Short Duration's team remains well positioned, but portfolio construction concerns remain.

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Portfolio Holdings HSDCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 10.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future June 24

17.65 317.8 Mil
Government

United States Treasury Notes 2.125%

2.31 41.5 Mil
Government

Usd

1.21 21.8 Mil
Cash and Equivalents

United States Treasury Notes 0.5%

1.09 19.6 Mil
Government

United States Treasury Notes 2.625%

0.78 14.0 Mil
Government

Federal National Mortgage Association 4%

0.65 11.8 Mil
Securitized

Public Service Enterprise Group Incorporated 5.875%

0.58 10.4 Mil
Corporate

United States Treasury Notes 3.25%

0.58 10.4 Mil
Government

Rogers Communications Inc. 5%

0.55 9.9 Mil
Corporate

United States Treasury Notes 3.875%

0.54 9.8 Mil
Government