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Hartford Schroders Tax-Aware Bond I STWTX

Analyst rating as of
NAV / 1-Day Return
10.25  /  0.79 %
Total Assets
382.5 Mil
Adj. Expense Ratio
0.490%
Expense Ratio
0.490%
Fee Level
Average
Longest Manager Tenure
10.64 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.43%
Effective Duration
5.24 years
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Morningstar’s Analysis

Will STWTX outperform in future?

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

Balancing tax-free and taxable bonds in its search for value.

Associate Director

Summary

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Hartford Schroders Tax-Aware Bond is a distinctive offering as its flexible mandate spans both the taxable and tax-free markets. The approach is without obvious flaws but lacks an 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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