Market Perspectives
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Four Reasons Why the Odds May Be Stacked Against US Equities
Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
View All Market Perspectives >>
Investor Insight
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Women-Centric Investing: Changing the Conversation to Attract and Keep Female Investors
You may have learned in your career that women, unlike men, aren’t interested in amassing money for its own sake...they are interested in what the money is for, what difference it will make, and what joy it will bring to others.
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Practice Management
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Happy Annivirtually! (Tips for More Webinar Engagement in 2021)
As the COVID situation stretches longer than any of us had hoped, how can we keep current and prospective clients informed and engaged via virtual meetings?
View All Practice Management >>
Upcoming Webinars & Conference Calls
MAR
9
M&A: 401(k) Considerations Before and After the Transaction
MAR
17
Put Yourself in Her Shoes: 3 New Challenges Women Face as They Approach Retirement
- Domestic Equity
- Global/International Equity
- Emerging Markets
- Taxable Bond
- Tax-Advantaged Bond
- Multi-Strategy
Domestic Equity
Global/International Equity
Emerging Markets
Taxable Bond
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Hartford Total Return Bond Fund
(ITBIX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 542, 542, 462 and 341 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.
©2021 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.542 Products | Intermediate Core-Plus Bond Category
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Hartford Short Duration Fund
(HSDIX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 521, 521, 465 and 303 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.
©2021 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.521 Products | Short-Term Bond Category
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Hartford Strategic Income Fund
(HSNIX)
Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 302, 302, 266 and 140 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.
©2021 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.302 Products | Multisector Bond Category
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Hartford Floating Rate Fund
(HFLIX)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 232, 232, 207 and 97 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.
©2021 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.232 Products | Bank Loan Category
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Hartford Floating Rate High Income Fund
(HFHIX)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 5 stars, rated against 232, 232 and 207 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.
©2021 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.232 Products | Bank Loan Category
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Hartford High Yield Fund
(HAHIX)
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 631, 631, 554 and 352 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.
©2021 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.631 Products | High Yield Bond Category
Tax-Advantaged Bond
Multi-Strategy
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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.
Customize your My Funds watch list to track performance for the funds that interest you.
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
Non-US equities have underperformed for the past decade, but we may now have reached a turning point in this cycle.
View All Market Perspectives >>
Investor Insight
You may have learned in your career that women, unlike men, aren’t interested in amassing money for its own sake...they are interested in what the money is for, what difference it will make, and what joy it will bring to others.
View All Investor Insights >>
Practice Management
As the COVID situation stretches longer than any of us had hoped, how can we keep current and prospective clients informed and engaged via virtual meetings?
View All Practice Management >>
Upcoming Webinars & Conference Calls
MAR
9
M&A: 401(k) Considerations Before and After the Transaction
MAR
17
Put Yourself in Her Shoes: 3 New Challenges Women Face as They Approach Retirement
Check the background of this firm/individual on FINRA's BrokerCheck.
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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