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Top-Down Macro Perspective
Portfolio managers gather multiple perspectives and determine strategic investment themes
Bottom-Up Security Selection
Sector specialists lend their specific expertise to support active security selection in short-term bonds
Sub-advised by Wellington
Wellington prioritizes independent thought and collaboration across all major asset classes
Objective: The Fund seeks to provide current income and long-term total return.
Portfolio Management
2
YRS
MANAGING THIS FUND
18
YRS
AT WELLINGTON MANAGEMENT
24
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio manager is supported by the full resources of Wellington.
Performance
PERFORMANCE %
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception.
Fund Inception: 10/31/2002
Share Class Inception: 2/26/10.
Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 10/31/02.
Hartford Short Duration Fund I Share Morningstar Ratings
overall
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 527, 527, 484 and 371 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
527 PRODUCTS
|
Short-Term Bond Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 527, 527, 484 and 371 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
527 PRODUCTS
|
Short-Term Bond Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 527, 527, 484 and 371 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
484 PRODUCTS
|
Short-Term Bond Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 6/30/2025)
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 527, 527, 484 and 371 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
371 PRODUCTS
|
Short-Term Bond Category
Based on Risk-Adjusted Returns
Characteristics
FUND STATS
| Dividend Frequency | Monthly |
|---|---|
| # of Holdings | 678 |
Holdings Characteristics
| Yield to Worst (%) | 5.21% |
|---|---|
| Effective Duration | 1.98 yrs |
Yields (%)
(as of 6/30/25)
| Distribution Yield at NAV | 4.59 |
| 30-Day SEC Yield | 4.48 |
|
Unsubsidized 30-Day SEC Yield
|
4.48 |
Credit Exposure (%)
| Aaa/AAA | 7 |
| Aa/AA | 24 |
| A | 19 |
| Baa/BBB | 28 |
| Ba/BB | 10 |
| B | 8 |
| Caa/CCC or lower | 0 |
| Not Rated | 2 |
| Cash & Cash Offsets | 1 |
Credit exposure is the credit ratings for the underlying securities of the Fund as provided by S&P, Moody's, or Fitch and typically range from AAA/Aaa (highest) to C/D (lowest). If S&P, Moody's, and Fitch assign different ratings, the median rating is used. If only two agencies assign ratings, the lower rating is used. Securities that are not rated by any of the three agencies are listed as "Not Rated." Ratings do not apply to the Fund itself or to Fund shares. Ratings may change.
Top Ten Issuers (%)
| U.S. Treasury Notes | 12.76 |
| Federal Home Loan Mortgage Corp. | 3.67 |
| Federal National Mortgage Association | 2.65 |
| JP Morgan Chase & Co. | 1.62 |
| Bank of America Corp. | 1.33 |
| Goldman Sachs Group, Inc. | 1.22 |
| Morgan Stanley | 1.12 |
| Wells Fargo & Co. | 1.08 |
| World Omni Auto Receivables Trust | 1.00 |
| Progress Residential Trust | 0.83 |
| Total Portfolio % | 27.28 |
Maturity Schedule (%)
| 0 to <1 | 4 |
| 1 to <3 | 32 |
| 3 to <5 | 38 |
| 5 to <10 | 23 |
| 10 to <20 | 3 |
| 20 to <30 | 0 |
Asset Class Exposure (%)
distributions and capital gains
| Distribution Date | Distribution NAV | ordinary income | short term capital gains | long term capital gains | total distribution |
|---|---|---|---|---|---|
| 6/30/2025 | 9.76 | $0.0374 | $0.0000 | $0.0000 | $0.0374 |
| 5/30/2025 | 9.71 | $0.0374 | $0.0000 | $0.0000 | $0.0374 |
| 4/30/2025 | 9.70 | $0.0366 | $0.0000 | $0.0000 | $0.0366 |
| 3/31/2025 | 9.69 | $0.0362 | $0.0000 | $0.0000 | $0.0362 |
| 2/28/2025 | 9.71 | $0.0350 | $0.0000 | $0.0000 | $0.0350 |
| 1/31/2025 | 9.67 | $0.0355 | $0.0000 | $0.0000 | $0.0355 |
| 12/31/2024 | 9.63 | $0.0077 | $0.0000 | $0.0000 | $0.0077 |
| 12/31/2024 | 9.64 | $0.0356 | $0.0000 | $0.0000 | $0.0356 |
| 12/17/2024 | 9.67 | $0.0000 | $0.0000 | $0.0000 | $0.0000 |
| 11/29/2024 | 9.68 | $0.0354 | $0.0000 | $0.0000 | $0.0354 |
| 10/31/2024 | 9.65 | $0.0360 | $0.0000 | $0.0000 | $0.0360 |
| 9/30/2024 | 9.72 | $0.0358 | $0.0000 | $0.0000 | $0.0358 |
| 8/30/2024 | 9.67 | $0.0352 | $0.0000 | $0.0000 | $0.0352 |
| 7/31/2024 | 9.61 | $0.0363 | $0.0000 | $0.0000 | $0.0363 |
Past distributions are not indicative of future distributions.
Insights
Fund Literature
03/31/2025 - PDF (246 KB)
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
03/31/2025 - PDF (460 KB)
Overview of the Hartford Short Duration Fund
03/31/2025 - PDF (821 KB)
This Spotlight presentation highlights the current market opportunity and rationale for investing.
03/31/2025 - PDF (202 KB)
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
PDF (120 KB)
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
03/31/2025 - PDF (343 KB)
This Pitchbook reviews the Fund's investment approach, investment team, investment process, and general portfolio parameters.
An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
PDF (13 KB)
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Fixed income security risks include credit, liquidity, call, duration, event and interest-rate risk. As interest rates rise, bond prices generally fall. • Loans can be difficult to value and less liquid than other types of debt instruments; they are also subject to nonpayment, collateral, bankruptcy, default, extension, prepayment and insolvency risks. • The risks associated with mortgage-related and asset-backed securities as well as collateralized loan obligations (CLOs) include credit, interest-rate, prepayment, liquidity, default and extension risk. • Investments in high-yield ("junk") bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. • Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, valuation, and counterparty risk. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. • Restricted securities may be more difficult to sell and price than other securities. • Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government. • The portfolio managers may allocate a portion of the Fund's assets to specialist portfolio managers, which may not work as intended.
BLOOMBERG® and any Bloomberg Index are service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited ("BISL"), the administrator of the indices (collectively, "Bloomberg") and have been licensed for use for certain purposes by Hartford Funds. Bloomberg is not affiliated with Hartford Funds, and Bloomberg does not approve, endorse, review, or recommend any Hartford Funds product. Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to Hartford Funds products.
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