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Hartford Short Duration I HSDIX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
10.05  /  0.00 %
Total Assets
2.0 Bil
Adj. Expense Ratio
0.520%
Expense Ratio
0.520%
Fee Level
Above Average
Longest Manager Tenure
9.28 years
Category
Short-Term Bond
Credit Quality / Interest Rate Sensitivity
Low / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
2.19%
Effective Duration
1.84 years

USD | NAV as of Jun 15, 2021 | 1-Day Return as of Jun 15, 2021, 9:03 PM GMT+00:00

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Morningstar’s Analysis

Will HSDIX outperform in future?

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

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSDIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the HSDIX 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

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The Parent Pillar is our rating of HSDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Some credit-sensitive fare added to the mix of this short-term bond offering

Senior Analyst

Summary

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Hartford Short Duration Bond is run by an experienced manager supported by a substantial group of analysts that have led this strategy to above average returns. Yet to get there, the portfolio takes on more credit risk relative to its peers. Together with above-average fees, it underpins the strategy’s Morningstar Analyst Ratings of Neutral for most share classes, while its more expensive C shares are rated Negative.

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