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Morningstar

Hartford Emerging Markets Local Debt Y HLDYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 4.69  /  0.00
  • Total Assets 39.7 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Emerging-Markets Local-Currency Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 4.35%
  • Effective Duration 4.70 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 HLDYX

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

People Pillar

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

Summary

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Hartford Emerging Markets Local Debt Y boasts strong People and Process Pillar ratings, but other weaknesses hold this strategy's Morningstar Quantitative Rating at Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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