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Morningstar

Hartford World Bond I HWDIX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 10.21  /  0.10 %
  • Total Assets 3.6 Bil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.700%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.22%
  • Effective Duration 3.18 years

USD | NAV as of Jan 25, 2023 | 1-Day Return as of Jan 25, 2023, 11:58 PM GMT+00:00

Morningstar’s Analysis HWDIX

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

People Pillar

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

Proving its mettle.

Senior Analyst

Summary

| by Mike Mulach

Hartford World Bond's distinctive, risk-conscious approach, engineered and executed by Wellington's skilled global-bond investment team, earn it a Morningstar Analyst Rating of Silver on its cheapest share classes; its pricier shares range from Neutral to Bronze.

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