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The 5-Minute Forecast

1Q20: Equities: Full Steam Ahead?

A concise summary of the Hartford Funds Investment Consulting Group's views on the main challenges facing investors: growth, income, volatility, inflation, and taxes.

For a quick market recap of 4Q 2019, please click here.

Growth

The preliminary resolution to the US-China trade war should remove some lingering uncertainty from the global economy and markets. Coupled with central bank activity, equities appear to have a favorable backdrop to continue upward in 2020. US companies are expected to see a rise in earnings this year, rebounding from flattish results in 2019. Although valuations are above longer-term averages, equities do not appear overly expensive given the lower-rate environment.

Earnings expectations in developed markets outside the US are also on an upward trend compared to last year. Ripple effects from the US-China trade war have impacted exporters in both Europe and Asia, so the evolving dispute resolution stands to benefit those economies as well. Additionally, as many UK-related business investments have been put on temporary hold, it’s likely that we’ll see an uptick in business spending in the UK as a clearer path for Brexit emerges.

Within emerging markets, China has garnered most of the headlines as the US-China trade war has taken center stage. As a resolution seems to be in the works, we could see a rebound in the Chinese economy in 2020. Elsewhere in emerging markets, we believe equity valuations and GDP growth rates remain attractive relative to those of developed markets, including the US.

Implementation Ideas »


Income

Lower interest rates and tighter credit spreads may tempt income-starved investors to tilt toward riskier segments of the market to pick up yield. Spreads are substantially tighter than we saw at the end of 2018, so return expectations should be somewhat diminished. Nevertheless, a patient Federal Reserve (Fed) and a stable US economy create a favorable backdrop for credit. We believe the probability of a recession in 2020 remains low, so expectations are for corporate defaults to remain low as well.

Securitized debt is potentially an attractive area to find higher-quality income with possibly lower volatility. This segment taps into the strong US consumer through a variety of underlying subsectors (housing, auto, credit cards, etc.), and also provides the benefit of diversification away from corporate credit risk.

Emerging Markets Debt is another asset class that can offer the opportunity to add income. Pockets of Emerging Local Debt appear to be attractive as their currencies have weakened against the dollar in recent years. Any weakening in the US dollar could benefit these currencies.

Implementation Ideas »


Volatility

After spikes in volatility from trade-war escalations in the spring and summer, the VIXA settled into 2019 lows to close out the year. Investor complacency has largely been the result of monetary accommodation and trade optimism.

However, there are several catalysts that could spur pockets of volatility in 2020. The US presidential election could be one such source, especially with the overhang of impeachment proceedings. Delayed progress in the Phase Two deal with China could also hinder a further rise in equity markets. Global economic growth could also continue to weaken, causing risk assets to oscillate.

We favor defensive, less cyclical factors at this phase of the market cycle. Higher-quality debt, despite lower yields, could provide ballast against equity-market volatility and geopolitical uncertainty.

Implementation Ideas »


Inflation

While the prolonged trade war had inflationary implications, a Phase One resolution may dampen the concern of rising prices. Despite a strong labor market, inflation readings have been stubbornly low and below the Fed’s target level of inflation.

Commodity prices have been on the rise and inflation expectations also crept up during the fourth quarter. That said, we don’t see inflation as a near-term threat and have a neutral-to-negative view on inflation hedges overall. Investors may want to look for further evidence that inflation is firming up before deciding to overweight inflation-sensitive investments.

Implementation Ideas »


Taxes

Municipal bond performance was driven by a strong technical backdrop: robust investor demand and low supply provided a favorable environment for tax-exempt bonds. While the taxable yield curve experienced periods of inversion during 2019, the municipal curve steepened considerably over the year. On a tax-equivalent basis, longer-maturity municipal bonds appear more attractive than shorter-dated issues. The expectation is for an increasing supply of taxable municipal bonds to emerge this year as debt issues take advantage of lower rates. This could create pressure on taxable municipal bonds as tax-exempt bonds get retired.

Implementation Ideas »


4Q Market Review

After pockets of mid-year volatility, global equities finished the year on a strong note. The Federal Reserve (Fed) cut its key rate ¼ point at the October meeting, the third such cut in 2019. In December, the US and China agreed to a preliminary Phase One trade deal, alleviating a huge source of market uncertainty.

Progress toward an orderly Brexit finally seems underway. The UK’s general election in December delivered a strong majority to the Conservative Party, which should provide the political tailwind necessary to get an initial Brexit agreement signed.

While equity markets charged upward in the fourth quarter, results in fixed income were more mixed. Higher-quality US bonds experienced flattish returns, due to a general rise in longer-term interest rates. Credit-sensitive bonds were generally positive, as spreadsB tightened in tandem with positive equity markets.


Past performance does not guarantee future results.


* Views expressed are those of Hartford Funds Investment Consulting Group as of 12/31/19, based on available information, and subject to change without notice. This material is not intended to constitute investment advice, an offer to sell, or the solicitation of an offer to purchase shares or other securities.

A “VIX,” commonly referred to as the “Fear Index,” is the ticker symbol for the Chicago Board Options Exchange (Cboe) Volatility Index and measures the market’s expectation of 30-day volatility. VIX levels below 20 reflect complacency, while levels of 40 or higher reflect extremely high levels of volatility.
B Spreads are the difference in yields between two fixed-income securities with the same maturity, but originating from different investment sectors.

 

Investing involves risk, including the possible loss of principal. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • 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 and economic developments. These risks may be greater for investments in emerging markets • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. Investments in high-yield (“junk”) bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. • Loans can be difficult to value and highly illiquid; they are also subject to nonpayment, collateral, bankruptcy, default, extension, prepayment and insolvency risks. • Municipal securities may be adversely impacted by state/local, political, economic, or market conditions. Investors may be subject to the federal Alternative Minimum Tax as well as state and local income taxes. Capital gains, if any, are taxable. • The value of inflation-protected securities (IPS) generally fluctuates with changes in real interest rates, and the market for IPSs may be less developed or liquid, and more volatile, than other securities markets. • Investments in the commodities market and the natural-resource industry may increase the fund’s liquidity risk, volatility and risk of loss if adverse developments occur. • Small- and mid-cap securities can have greater risk and volatility than large-cap securities. • The main risk of real estate related securities is that the value of the underlying real estate may decrease in value. • In certain instances, unlike other ETFs, the Hartford Schroders Tax-Aware Bond ETF, Hartford Municipal Opportunities ETF, and Hartford Short Duration ETF may effect creations and redemptions partly or wholly for cash, rather than in-kind, which may make the fund less tax-efficient and incur more fees than an ETF that primarily or wholly effects creations and redemptions in-kind. The Hartford Municipal Opportunities ETF and Hartford Schroders Tax-Aware Bond ETF are actively managed and do not seek to replicate the performance of a specified index. • Due to its investment strategy, the Hartford Multifactor US Equity ETF may make higher capital gain distributions than other ETFs. • Diversification does not ensure a profit or protect against a loss in a declining market.

The views expressed herein are those of Hartford Funds, are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of the sub-advisers to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Hartford Funds.

WP424_0120  215717    HFA000695

Hartford Core Equity Fund 

(HGIIX)

(as of 1/31/2020)
Overall
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Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1208, 1208, 1056 and 806 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.
©2019 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.
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1208 Products | Large Blend Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 1/31/2020)
Average Annual Total Returns % (as of 1/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity  I 0.60 24.88 16.68 13.27 14.71 7.35
BENCHMARK -0.04 21.68 14.54 12.37 13.97 ---
Morningstar Large Blend Category -0.58 18.41 12.36 10.05 11.81 ---
Performance (%)
% (as of 12/31/2019)
Average Annual Total Returns % (as of 12/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity  I 33.79 33.79 17.10 12.62 14.26 7.35
BENCHMARK 31.49 31.49 15.27 11.70 13.56 ---
Morningstar Large Blend Category 28.62 28.62 13.25 9.52 11.47 ---
SI = Since Inception. Fund Inception: 04/30/1998
Operating Expenses:   Net 0.47% |  Gross  0.47%
Share Class Inception: 3/31/15.
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 4/30/98.

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.

1 Morningstar awarded the Fund a Bronze analyst rating on 9/12/19. The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar 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. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.


Hartford Dividend and Growth Fund 


Hartford Equity Income Fund 


Hartford Schroders International Stock Fund 


Hartford Multifactor Developed Markets (ex-US) ETF 

The preceding list includes both mutual funds and ETFs. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. Brokerage commissions may apply. ETFs trade on the major stock exchanges and their prices will fluctuate throughout the day. When buying or selling an ETF, you’ll pay or receive the current market price, which may be more or less than net asset value. Mutual fund investors buy and sell directly with the mutual fund and mutual fund shares are priced once a day after the markets close. Both mutual funds and ETFs are subject to risk and volatility.

Hartford Balanced Income Fund 

(HBLIX)

(as of 1/31/2020)
Overall
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Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 508, 508, 419 and 272 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.
©2019 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.
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508 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 1/31/2020)
Average Annual Total Returns % (as of 1/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income  I 0.60 14.94 8.39 7.40 9.13 7.52
BENCHMARK 0.19 14.38 7.60 6.68 8.76 ---
Morningstar Allocation--30% to 50% Equity Category 0.12 10.07 5.77 4.48 5.50 ---
Performance (%)
% (as of 12/31/2019)
Average Annual Total Returns % (as of 12/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income  I 19.35 19.35 8.28 7.15 9.00 7.52
BENCHMARK 19.95 19.95 7.76 6.56 8.68 ---
Morningstar Allocation--30% to 50% Equity Category 14.79 14.79 6.15 4.50 5.42 ---
SI = Since Inception. Fund Inception: 07/31/2006
Operating Expenses:   Net 0.65% |  Gross  0.65%
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 7/31/06.

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.

1 Morningstar awarded the Fund a Silver analyst rating on 11/4/18. The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar 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. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.


Hartford Multi-Asset Income and Growth Fund 


Hartford Schroders Securitized Income Fund 


Hartford Strategic Income Fund 

Hartford Short Duration Fund 

(HSDIX)

(as of 1/31/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 494, 494, 444 and 283 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.
©2019 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.
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494 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 1/31/2020)
Average Annual Total Returns % (as of 1/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Short Duration  I 0.63 5.71 3.21 2.69 2.72 2.90
BENCHMARK 0.55 4.20 2.27 1.68 1.52 ---
Morningstar Short-Term Bond Category 0.69 4.56 2.52 1.89 1.96 ---
Performance (%)
% (as of 12/31/2019)
Average Annual Total Returns % (as of 12/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Short Duration  I 6.40 6.40 3.05 2.66 2.77 2.87
BENCHMARK 4.03 4.03 2.15 1.67 1.54 ---
Morningstar Short-Term Bond Category 4.58 4.58 2.37 1.87 2.00 ---
SI = Since Inception. Fund Inception: 10/31/2002
Operating Expenses:   Net 0.52% |  Gross  0.52%
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.

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.

1 Morningstar awarded the Fund a Neutral analyst rating on 11/30/18. The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar 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. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.


Hartford Short Duration ETF 


Hartford Total Return Bond Fund 


Hartford Total Return Bond ETF 


Hartford World Bond Fund 

The preceding list includes both mutual funds and ETFs. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. Brokerage commissions may apply. ETFs trade on the major stock exchanges and their prices will fluctuate throughout the day. When buying or selling an ETF, you’ll pay or receive the current market price, which may be more or less than net asset value. Mutual fund investors buy and sell directly with the mutual fund and mutual fund shares are priced once a day after the markets close. Both mutual funds and ETFs are subject to risk and volatility.

Hartford Inflation Plus Fund 

Performance (%)
% (as of 1/31/2020)
Average Annual Total Returns % (as of 1/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Inflation Plus  I 1.13 6.61 2.67 1.92 2.71 3.97
BENCHMARK 1.29 7.04 2.98 2.12 2.56 ---
Morningstar Inflation-Protected Bond Category 1.72 8.17 3.25 2.03 2.70 ---
Performance (%)
% (as of 12/31/2019)
Average Annual Total Returns % (as of 12/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Inflation Plus  I 6.98 6.98 2.57 2.14 2.74 3.92
BENCHMARK 6.86 6.86 2.79 2.36 2.57 ---
Morningstar Inflation-Protected Bond Category 8.03 8.03 2.95 2.20 2.67 ---
SI = Since Inception. Fund Inception: 10/31/2002
Operating Expenses:   Net 0.60% |  Gross  0.68%
Share Class Inception: 8/31/06.
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.

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.

Hartford Schroders Tax-Aware Bond Fund 

(STWTX)

(as of 1/31/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 379, 379 and 323 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.
©2019 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.
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email
379 Products | Intermediate Core Bond Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 1/31/2020)
Average Annual Total Returns % (as of 1/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond  I 1.20 7.52 4.31 3.22 --- 5.02
BENCHMARK 1.80 8.65 5.12 3.53 --- ---
Morningstar Intermediate Core Bond Category 1.84 8.89 4.29 2.87 --- ---
Performance (%)
% (as of 12/31/2019)
Average Annual Total Returns % (as of 12/31/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond  I 7.59 7.59 3.98 3.41 --- 4.92
BENCHMARK 7.54 7.54 4.72 3.53 --- ---
Morningstar Intermediate Core Bond Category 8.29 8.29 3.78 2.85 --- ---
SI = Since Inception. Fund Inception: 10/03/2011
Operating Expenses:   Net 0.49% |  Gross  0.62%
Performance prior to 10/24/16 for Class I-shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder Broad Tax-Aware Value Bond Fund. If Class I fees and expenses were reflected, performance would have differed. SI performance is calculated from 10/03/11.

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.

1 Morningstar awarded the Fund a Neutral analyst rating on 12/5/18. The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar 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. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.


Hartford Schroders Tax-Aware Bond ETF 


Hartford Municipal Income Fund 


Hartford Municipal Opportunities Fund 


Hartford Municipal Opportunities ETF 

The preceding list includes both mutual funds and ETFs. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. Brokerage commissions may apply. ETFs trade on the major stock exchanges and their prices will fluctuate throughout the day. When buying or selling an ETF, you’ll pay or receive the current market price, which may be more or less than net asset value. Mutual fund investors buy and sell directly with the mutual fund and mutual fund shares are priced once a day after the markets close. Both mutual funds and ETFs are subject to risk and volatility.