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.
Will HSDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of HSDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.