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Hartford Schroders Tax-Aware Bond I STWTX

Analyst rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.30  /  0.29 %
  • Total Assets 534.6 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Intermediate Core Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 2.20%
  • Effective Duration 7.96 years

Morningstar’s Analysis STWTX

Will STWTX outperform in future?

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

Considering both tax-free and taxable bonds in its search for aftertax returns.

Associate Director

Summary

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Hartford Schroders Tax-Aware Bond’s flexible mandate spans both the taxable and tax-free markets. While the portfolio has remained nimble in its sector rotations, it hasn't demonstrated a significant 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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