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Hartford Schroders Tax-Aware Bond I STWTX

Analyst rating as of
NAV / 1-Day Return
10.12  /  0.30 %
Total Assets
433.8 Mil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.92%
Effective Duration
7.96 years

Morningstar’s Analysis STWTX

Will STWTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Considering both tax-free and taxable bonds in its search for aftertax returns.

Associate Director

Summary

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Hartford Schroders Tax-Aware Bond’s flexible mandate spans both the taxable and tax-free markets. While the portfolio has remained nimble in its sector rotations, it hasn't demonstrated a significant edge over more-focused rivals. The strategy earns Morningstar Analyst Ratings of Neutral on its cheaper share classes and a Negative rating on its more expensive C shares.

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