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Hartford Schroders Tax-Aware Bond I STWTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
11.39  /  0.09 %
Total Assets
467.1 Mil
Adj. Expense Ratio
0.500%
Expense Ratio
0.500%
Fee Level
Average
Longest Manager Tenure
9.97 years
Category
Intermediate Core Bond
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.28%
Effective Duration
3.63 years

USD | NAV as of Sep 17, 2021 | 1-Day Return as of Sep 17, 2021, 9:21 PM GMT+00:00

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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.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STWTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the STWTX 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

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The Parent Pillar is our rating of STWTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A flexible mandate.

Senior Analyst

Summary

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Hartford Schroders Tax-Aware Bond's flexible mandate across taxable and tax-free markets makes this a distinctive offering. 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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