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Overall Morningstar rating for Mutual Fund I-Shares and Exchange Traded Funds (“ETFs”)* based on risk adjusted returns (as of )
  • Hartford Total Return Bond Fund (ITBIX)
    infoIcon
    Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 536, 536, 454 and 333 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.
    ©2020 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.
     infoIcon
    email 536 Products | Intermediate Core-Plus Bond Category
  • Hartford Short Duration Fund (HSDIX)
    infoIcon
    Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 508, 508, 442 and 280 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.
    ©2020 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.
     infoIcon
    email 508 Products | Short-Term Bond Category
  • Hartford Strategic Income Fund (HSNIX)
    infoIcon
    Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 282, 282, 232 and 128 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.
    ©2020 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.
     infoIcon
    email 282 Products | Multisector Bond Category
  • Hartford Floating Rate Fund (HFLIX)
    infoIcon
    Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 225, 225, 199 and 88 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.
    ©2020 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.
     infoIcon
    email 225 Products | Bank Loan Category
  • Hartford High Yield Fund (HAHIX)
    infoIcon
    Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 641, 641, 544 and 346 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.
    ©2020 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.
     infoIcon
    email 641 Products | High Yield Bond Category
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as of 7/02/2020
Fund NAV CHG(%) YTD(%)

Hartford Schroders International Multi-Cap Value Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Multi-Cap Value I -18.76 -7.95 -3.74 -0.64 4.57 3.14
Benchmark1 -14.85 -3.43 -0.24 0.79 4.38 ---
Morningstar Foreign Large Value Category -19.40 -9.19 -4.22 -2.01 3.23 ---

Operating Expenses
Gross: 0.87

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 MSCI AC (All Country) World ex USA Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for direct investment.

 Hartford Schroders International Multi-Cap Value 1.15 -15.32

Hartford International Opportunities Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford International Opportunities I -12.29 -0.33 -0.54 1.01 5.65 4.83
Benchmark1 -14.85 -3.43 -0.24 0.79 4.38 ---
Morningstar Foreign Large Blend Category -14.08 -2.81 -0.94 0.42 4.72 ---

Operating Expenses
Gross: 0.80

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 MSCI AC (All Country) World ex USA Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for direct investment.

 Hartford International Opportunities 1.23 -4.18

Hartford Schroders International Stock Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders International Stock I -7.11 8.46 4.36 3.59 6.72 7.24
Benchmark1 -14.85 -3.43 -0.24 0.79 4.38 ---
Morningstar Foreign Large Blend Category -14.08 -2.81 -0.94 0.42 4.72 ---

Operating Expenses
Gross: 0.85

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 MSCI AC (All Country) World ex USA Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S. MSCI index performance is shown net of dividend withholding tax. Indices are unmanaged and not available for direct investment.

 Hartford Schroders International Stock 1.31 -0.83

Hartford Schroders China A Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders China A I --- --- --- --- --- 11.50
Benchmark1 --- --- --- --- --- ---
Morningstar China Region Category --- --- --- --- --- ---

Operating Expenses
Gross: 1.20

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 3/31/21 unless the Fund's Board of Directors approves an earlier termination.

1 MSCI China A Onshore Index is designed to capture large and mid-cap representation across China securities listed on the Shanghai and Shenzhen exchanges. Indices are unmanaged and not available for direct investment.

 Hartford Schroders China A 0.87 ---

Hartford Schroders Tax-Aware Bond Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond I 3.09 5.61 4.14 4.09 --- 5.05
Benchmark1 1.24 3.98 3.81 3.74 --- ---
Morningstar Intermediate Core Bond Category 4.51 8.05 4.42 3.46 --- ---

Operating Expenses
Gross: 0.61

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 Bloomberg Barclays Municipal Bond Index is an unmanaged index that is considered representative of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year. Indices are unmanaged and not available for direct investment.

 Hartford Schroders Tax-Aware Bond 0.09 4.04

Hartford Total Return Bond Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Total Return Bond I 4.29 8.98 5.08 4.12 4.27 5.18
Benchmark1 5.47 9.42 5.07 3.94 3.92 ---
Morningstar Intermediate Core-Plus Bond Category 2.96 6.77 4.15 3.47 4.16 ---

Operating Expenses
Gross: 0.46

Expenses as shown in the Fund's most recent prospectus.

1 Bloomberg Barclays U.S. Aggregate Bond Index is composed of securities from the Bloomberg Barclays Government/Credit Bond Index, Mortgage-Backed Securities Index, Asset-Backed Securities Index, and Commercial Mortgage-Backed Securities Index. Indices are unmanaged and not available for direct investment.

 Hartford Total Return Bond 0.27 6.15

Hartford Municipal Opportunities Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Municipal Opportunities I -0.60 2.15 3.34 3.46 4.21 3.07
Benchmark1 1.60 4.01 3.42 3.30 3.55 ---
Morningstar Muni National Intermediate Category -0.03 2.38 2.86 2.86 3.38 ---

Operating Expenses
Gross: 0.46

Expenses as shown in the Fund's most recent prospectus.

1 Bloomberg Barclays Municipal Bond 1-15 Year Blend (1-17) Index is a sub-index of the Bloomberg Barclays Municipal Bond Index. It is a rules-based market value-weighted index of bonds with maturities of one year to 17 years engineered for the tax-exempt bond market. Indices are unmanaged and not available for direct investment.

 Hartford Municipal Opportunities 0.00 1.07

Hartford Balanced Income Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income I -2.97 6.96 5.64 6.09 8.60 7.05
Benchmark1 -6.19 4.30 4.28 4.89 7.75 ---
Morningstar Allocation--30% to 50% Equity Category -4.09 3.48 3.32 3.29 5.71 ---

Operating Expenses
Gross: 0.65

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 The Blended Index consists of 45% Russell 1000 Value Index, 44% Bloomberg Barclays Corporate Index, 5.5% JP Morgan Emerging Markets Bond Index Plus, and 5.5% Bloomberg Barclays U.S. Corporate High-Yield Bond 2% Issuer Cap Index. Indices are unmanaged and not available for direct investment.

 Hartford Balanced Income 0.42 -2.08

Hartford Floating Rate High Income Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Floating Rate High Income I -6.90 -3.36 1.23 2.43 --- 4.24
Benchmark1 -5.68 -2.86 1.67 2.57 --- ---
Morningstar Bank Loan Category -6.26 -3.83 0.68 1.67 --- ---

Operating Expenses
Gross: 0.88

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual expense reimbursement arrangements. Net expenses reflect such arrangements in instances when they reduce gross expenses. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 S&P/LSTA Leveraged Loan Index is a market-value-weighted index that is designed to measure the performance of the U.S. leverage loan market based upon market weightings, spreads and interest payments. Indices are unmanaged and not available for direct investment.

 Hartford Floating Rate High Income 0.11 -6.06

Hartford Core Equity Fund

Performance (%)
(as of 5/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity I -5.83 11.92 11.20 10.13 13.93 6.92
Benchmark1 -4.97 12.84 10.23 9.86 13.15 ---
Morningstar Large Blend Category -7.11 8.70 7.80 7.58 11.42 ---

Operating Expenses
Gross: 0.47

Expenses as shown in the Fund's most recent prospectus. Gross expenses do not reflect contractual fee waivers or expense reimbursement arrangements. Net expenses reflect such arrangements only with respect to Class Y. These arrangements remain in effect until 2/28/21 unless the Fund's Board of Directors approves an earlier termination.

1 S&P 500 Index is a market capitalization-weighted price index composed of 500 widely held common stocks. Indices are unmanaged and not available for direct investment.

 Hartford Core Equity 0.47 -3.29

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' 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.

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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' 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.

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Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of the investment will fluctuate so that an investors' 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.

Market Perspectives

An Index Isn't a Fiduciary

The “active versus passive” debate misses the mark, as both approaches may have a role to play. The question is how investors allocate between the two.

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Is a Roth IRA Right for Your Clients?

If your clients are well diversified from an investment perspective, shouldn’t they also be diversified from a tax perspective?

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Past performance is not a guarantee of future results. For more information on a Fund's performance history, please click on the Fund name above. Source: Hartford Funds and Morningstar.

*ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.

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The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are suitable for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

© Copyright 2020 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value