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Hartford Total Return Bond R5 ITBTX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis ITBTX

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

  • People Pillar

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

Comanager Added to Hartford Total Return Bond; Ratings Unchanged

null Mike Mulach

Mike Mulach

Analyst Note

Hartford named contributing global rates manager Jeremy Forster to Hartford Total Return on March 1, 2024. Forster joined Wellington Management Company in May 2011 from the Federal Reserve Bank of New York, and he comanages a variety of broad markets portfolios. Forster’s appointment brings further continuity to an already strong management team. This move is in recognition of his increasing contributions here and does not impact the strategy’s Above Average People and Process ratings.

by Mike Mulach
Published on

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