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Featured Insight

Client Conversations: Are CDs as Safe as You Think? 

05/06/2019

The so-called safety of CDs could actually introduce far more risk than you anticipate, especially if your CDs automatically roll over.

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Amanda Lake
610-585-0852

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Firm Profile

  • A leading provider of mutual funds and 529 college savings plans since 1996
  • Offers a broad range of actively managed strategies designed to provide solutions for a variety of investment needs
  • Excluding affiliated funds of funds, as of March 31, 2019, Hartford Funds Management Company, LLC and its wholly owned subsidiary, Lattice Strategies LLC, had approximately $117.6 billion in discretionary and non-discretionary assets under management.

1Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Analysts use this five pillar evaluation to determine how they believe funds are likely to perform over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary.

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