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Hartford Schroders Tax-Aware Bond I STWTX Fund Analysis

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

Morningstar’s Analysis STWTX

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

  • People Pillar

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

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Strategic flexibility and a knowledgeable team have allowed Hartford Schroders Tax-Aware Bond to effectively invest in both the taxable and tax-free bond markets through a variety of market conditions. While the team remains light on muni specialists, its thoughtful approach to sector rotation earns a Process upgrade to Above Average from Average.

by Elizabeth Foos
Rated on Published on

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