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Morningstar

Hartford Total Return Bond I ITBIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.19  /  0.12 %
  • Total Assets 3.1 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.400%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.12%
  • Effective Duration 6.88 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 ITBIX

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

People Pillar

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

A solid choice for core-plus exposure.

Senior Analyst

Summary

| by Mike Mulach

Hartford Total Return Bond's strong team at subadvisor Wellington is not afraid to take some risks, but the team has the resources and judgment to manage those risks. It earns a Morningstar Analyst Rating of Bronze on its less-expensive share classes and Neutral on its more-expensive shares.

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