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WEBINAR: Elections, Investments, and Emotions
SEPTEMBER 12TH AT 4:00 P.M. ET
Filed with the CFP Board and CIMA for 1 credit hour of CE.*
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Hartford Funds combines our capabilities with two of the world's largest institutional investments firms — Wellington Management and Schroders — to deliver active mutual funds and ETFs clients can believe in.
A Decade of Fixed Income Outperformance -
At a Lower Cost Than Our Peers
83%
of our fixed-income funds
outperformed their peer
averages over the last 10 years As of 12/31/24. For the 1-, 5-, and 10 year periods, 15 out of 22, 15 out of 19, and 10 out of 12 products outperformed their respective Morningstar category averages, based on Mutual Fund Class I Shares and ETFs. Only products with a minimum 1-, 5-, and 10-year history were included in this comparison. Sources: Hartford Funds and Morningstar.
As of 12/31/24. Source: Morningstar.
of our fixed-income funds
outperformed their peer
averages over the last 10 years As of 12/31/24. For the 1-, 5-, and 10 year periods, 15 out of 22, 15 out of 19, and 10 out of 12 products outperformed their respective Morningstar category averages, based on Mutual Fund Class I Shares and ETFs. Only products with a minimum 1-, 5-, and 10-year history were included in this comparison. Sources: Hartford Funds and Morningstar.
As of 12/31/24. Source: Morningstar.
91%
of our fixed-income funds
have expense ratios at or
below their peer averages As of 12/31/24. Based on Mutual Fund Class I Shares and ETFs. Fee comparison based on Morningstar fee level-broad category groupings. Sources: Hartford Funds and Morningstar.
As of 12/31/24. Source: Morningstar.
of our fixed-income funds
have expense ratios at or
below their peer averages As of 12/31/24. Based on Mutual Fund Class I Shares and ETFs. Fee comparison based on Morningstar fee level-broad category groupings. Sources: Hartford Funds and Morningstar.
As of 12/31/24. Source: Morningstar.
Insights for Investments and Beyond
Upcoming Webinar:
February 5TH at 4:00 p.m. ET
Help Clients Avoid a Retirement Letdown
Filed with the CFP Board and CIMA for 1 credit hour of CE.*
COMING SOON!
Our benchmark is your benchmark: The investor.
Create confidence by working with an asset manager who shares your commitment to your clients.
