Hartford Total Return Bond is managed by a talented group at subadvisor Wellington that's not afraid to add some risk into this core strategy's portfolio. The team has the resources and judgment to manage those risks, supporting a Morningstar Analyst Rating of Bronze on the strategy's less expensive share classes and Neutral on its more expensive shares.
Hartford Total Return Bond Y HABYX
NAV / 1-Day Return
11.07
/
0.16
%
Total Assets
3.5 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.450%
Expense Ratio
0.450%
Fee Level
Below Average
Longest Manager Tenure
9.57
years
Category
Intermediate Core-Plus Bond
Credit Quality / Interest Rate Sensitivity
Medium / ModerateMin. Initial Investment
250,000
Status
Open
TTM Yield
2.19%
Effective Duration
6.02
years
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will HABYX 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 HABYX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the HABYX 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 HABYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A solid choice.
