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Morningstar

Hartford Strategic Income Y HSNYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 7.74  /  0.13 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Multisector Bond
  • Credit Quality / Interest Rate Sensitivity —
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 4.76%
  • Effective Duration 4.97 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 12:02 AM GMT+00:00

Morningstar’s Analysis HSNYX

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

People Pillar

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

A thoughtful, credit-heavy complement to a core bond allocation.

Senior Analyst

Summary

| by Mike Mulach

Hartford Strategic Income is managed by a skilled group at subadvisor Wellington that follows a disciplined, value-driven process underpinned by strong analytic tools and risk management. It earns a Morningstar Analyst Rating of Silver on its cheaper share classes, while its more expensive ones are rated Bronze and Neutral.

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