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WEBINAR: How to Build an Onboarding Process That Creates Lifelong Clients
MAY 7TH 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 3/31/25. For the 1, 5, and 10-year periods, 15 out of 22, 16 out of 20, and 10 out of 12 products outperformed their respective Morningstar category averages. Based on Mutual Fund I-shares and Exchange Traded Funds (“ETFs”). Only products with a minimum 1, 5, and 10 year history were included in the comparison. Results will vary for other time periods and share classes.
As of 3/31/25. Source: Morningstar.
of our fixed-income funds
outperformed their peer
averages over the last 10 years As of 3/31/25. For the 1, 5, and 10-year periods, 15 out of 22, 16 out of 20, and 10 out of 12 products outperformed their respective Morningstar category averages. Based on Mutual Fund I-shares and Exchange Traded Funds (“ETFs”). Only products with a minimum 1, 5, and 10 year history were included in the comparison. Results will vary for other time periods and share classes.
As of 3/31/25. Source: Morningstar.
91%
of our fixed-income funds
have expense ratios at or
below their peer averages As of 3/31/25. 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 3/31/25. Source: Morningstar.
of our fixed-income funds
have expense ratios at or
below their peer averages As of 3/31/25. 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 3/31/25. Source: Morningstar.
Insights for Investments and Beyond
Upcoming Webinar:
JUNE 4TH at 4:00 p.m. ET
Ask for More: Unlocking the power of everyday negotiation
Filed with the CFP Board and CIMA for 1 credit hour of CE.*
*Hartford Funds Distributors, LLC, Member FINRA is the provider of CE Credits.
Our benchmark is your benchmark: The investor.
Create confidence by working with an asset manager who shares your commitment to your clients.
