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The 5-Minute Forecast

2Q19: It’s All About the Fed

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 1Q 2019, please click here.

Growth

With the Federal Reserve’s (Fed’s) more dovish stance, the risk of recession has been greatly diminished. Stocks have rallied this year primarily due to changes in monetary policy as opposed to fundamentals. US earnings received a massive tailwind in 2018 from tax reform, but market expectations are calling for earnings growth to begin dropping this year. US equity valuations don’t appear excessive, and lower interest rates could be supportive of equity prices.

Brexit uncertainty remains a near-term risk, and other major European countries are struggling to find solid footing. During the fourth quarter, Germany narrowly missed a recession while Italy slipped into one. While valuations appear attractive and the European Central Bank is committed to accommodation, uncertainty remains high.

Lower US rates and a weaker dollar could be supportive of economic stability in emerging markets (EM). The lingering US/China trade war is likely to remain a focal point and driver of sentiment for EM equities. Valuations suggest this could be an attractive entry point for long-term investors, though caution is warranted in the near term. If global growth surprises to the upside, EM equities could be poised to outperform.

Implementation Ideas »


Income

The US yield curve has been flattening and also briefly inverted between certain maturities. Shorter-maturity bonds are offering similar yields with less durationA exposure than longer-date bonds, which gives them a more favorable risk-return profile in our view.

After a tumultuous fourth quarter for US corporate credit, the sector has rebounded and performed well. Valuations appear reasonable and default rates are expected to remain low. Lower interest rates and solid fundamentals should also be supportive of the sector.

Lower US interest rates could also be supportive of higher- yielding EM debt. With the expectation that the Fed’s rate hiking cycle is on pause for the foreseeable future, investors could look for opportunities outside of the US, and non-dollar and EM currencies would be the beneficiaries if this happens.

Implementation Ideas »


Volatility

Equity volatility has returned to more normal levels following a sharp spike during December’s sell off. The CBOE Volatility Index (VIX)B dropped below its longer-term average (20) in the first quarter after spiking to 36 on December 24, 2018. This is a reflection of the renewed appetite for risk in the near term.

It’s been 10 years since the market bottomed during the Great Financial Crisis in March 2009, and given the historic bull market that ensued, it may be prudent to consider reducing risk in portfolios. While bull markets don’t die of old age, risk generally increases later in market cycles, and it may make sense to consider preserving some of the gains made during the past decade.

Equity investors may also want to consider more defensive, high-quality companies that have the potential to outperform during periods of slow economic growth. While equity market volatility was subdued in the first quarter, high-quality fixed income could provide a ballast to client portfolios if volatility creeps higher.

Implementation Ideas »


Inflation

Inflationary concerns have been fairly subdued, allowing the Fed room to be flexible and patient with respect to policy. The Consumer Price IndexC (CPI) in February showed a modest increase in prices, which grew at 1.5% year over year.

Though inflation has thus far taken a long time to materialize, with the Fed’s new-found patience and the potential for it to let inflation breach its 2% target, inflation-linked US bonds may offer value over their nominal counterparts.

Commodity prices have been volatile, highlighted by oil’s peak-to-trough drop of 40% in 2018, followed by a rebound of 20% during the first quarter of 2019. Slowing global growth may dampen demand for commodity consumption, especially oil. Precious metals could serve as a potential hedge against softer growth outcomes and geopolitical risks.

Implementation Ideas »


Taxes

Municipal bond yields have followed US Treasury yields lower during the quarter. Unlike the flat Treasury yield curve, the municipal yield curve is steeper, so investors may need to extend duration for additional yield pickup. New issuance has been modest and demand has been strong, creating a favorable backdrop for the asset class. Default rates have been low, and yields are attractive relative to Treasuries on a tax-equivalent basis.

Implementation Ideas »


1Q Market Review

Equity markets bounced back sharply to start the year, fueled by optimism on the US/China trade dispute and more dovish rhetoric and actions from major central banks. President Trump delayed additional tariffs on China for the second time, and both countries appear motivated to find a resolution. The Fed left rates unchanged at its March meeting and will slow its balance sheet reduction, alerting the markets that it is willing to be patient in its rate decisions.

The European Central Bank announced it will begin offering liquidity to banks starting in September with the aim of improving lending conditions and spurring economic activity. China has also rolled out fiscal and monetary stimulus to help boost a slowing economy.

The UK has delayed their planned exit from the European Union (EU) after several defeats of PM Theresa May’s withdrawal agreement. The US government shutdown was longest on record at 35 days, yet did little to impact the markets’ upward trajectory.


Past performance is not a guarantee of future results. Investors cannot directly invest in an index.


* Views expressed are those of Hartford Funds Investment Consulting Group as of 3/31/19, 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 Duration is a measure of the sensitivity of an investment’s price to nominal interest-rate movement.
B “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.
C Consumer Price Index (CPI) in the United States is defined by the Bureau of Labor Statistics as a measure of the average change over time in the prices paid by urban consumers for a market basket of consumer goods and services.

 

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. The Hartford Short Duration ETF, the Hartford Municipal Opportunities ETF are new and have a limited operating history. • Due to its investment strategy, the Hartford Multifactor REIT ETF and 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 Hartford Floating Rate Fund and Hartford Floating Rate High Income Fund should not be considered an alternative to CDs or money market funds. These Funds are for investors who are looking to complement their traditional fixed-income investments.

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.

All rights in the FTSE World Government Bond Index (the “Index”) vest in the applicable company in the London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”) which owns the Index. FTSE® and Russell® (together “FTSE Russell”) are trademarks of the relevant LSE Group company and are used by any other LSE Group company under license. The LSE Group does not accept any liability whatsoever to any person arising out of the use of, reliance on or any error in the Index. The LSE Group makes no claim, prediction, warranty or representation as to the results or the suitability of the Index for the purpose to which it is being used by Hartford Funds.

Additional Information Regarding Bloomberg Barclays Indices Source: Bloomberg Index Services Limited. BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Bloomberg or Bloomberg’s licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.

Neither MSCI nor any other party involved in or related to compiling, computing or creating the MSCI data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data. Without limiting any of the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility of such damages. No further distribution or dissemination of the MSCI data is permitted without MSCI's express written consent.

WP424_0419  211819    HFA000492

Hartford Core Equity Fund 

(HGIIX)

(as of 6/30/2019)
Overall
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Overall, 4 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1205, 1205, 1066 and 809 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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1205 Products | Large Blend Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity  I 19.72 13.39 14.09 11.90 15.03 6.97
BENCHMARK 18.54 10.42 14.19 10.71 14.70 ---
Morningstar Large Blend Category 17.23 8.10 12.58 8.36 12.65 ---
Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Core Equity  I 19.72 13.39 14.09 11.90 15.03 6.97
BENCHMARK 18.54 10.42 14.19 10.71 14.70 ---
Morningstar Large Blend Category 17.23 8.10 12.58 8.36 12.65 ---
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 10/3/18. 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 Dividend & Growth Fund 


Hartford Emerging Markets Equity Fund 


Hartford Schroders International Multi-Cap Value Fund 


Hartford MidCap Fund 


Hartford Multifactor Developed Markets (ex-US) ETF 


Hartford Multifactor US Equity 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 Schroders Emerging Markets Multi-Sector Bond Fund 

Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Emerging Markets Multi-Sector Bond  I 10.60 10.61 5.51 2.97 --- 4.11
BENCHMARK 9.65 10.62 5.12 3.28 --- ---
Morningstar Emerging Markets Bond Category 9.32 9.55 4.95 2.18 --- ---
Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Emerging Markets Multi-Sector Bond  I 10.60 10.61 5.51 2.97 --- 4.11
BENCHMARK 9.65 10.62 5.12 3.28 --- ---
Morningstar Emerging Markets Bond Category 9.32 9.55 4.95 2.18 --- ---
SI = Since Inception. Fund Inception: 06/25/2013
Operating Expenses:   Net 0.91% |  Gross  1.03%
Performance prior to 10/24/16 for Class I-shares reflects the performance, fees, and expenses of the Investor Class of the Predecessor Fund. If Class I fees and expenses were reflected, performance would have differed. SI performance is calculated from 6/25/13.

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 Floating Rate Fund 


Hartford Floating Rate High Income Fund 


Hartford Multi-Asset Income Fund 


Hartford Multifactor REIT 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 6/30/2019)
Overall
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Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 492, 492, 398 and 265 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
492 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income  I 12.65 10.61 7.35 6.17 10.12 7.34
BENCHMARK 12.91 9.97 7.08 5.81 9.68 ---
Morningstar Allocation--30% to 50% Equity Category 9.88 5.14 5.38 3.38 6.22 ---
Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Balanced Income  I 12.65 10.61 7.35 6.17 10.12 7.34
BENCHMARK 12.91 9.97 7.08 5.81 9.68 ---
Morningstar Allocation--30% to 50% Equity Category 9.88 5.14 5.38 3.38 6.22 ---
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 Short Duration Fund 


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 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Inflation Plus  I 5.13 3.99 1.87 1.16 3.05 3.93
BENCHMARK 5.16 4.68 1.93 1.42 2.93 ---
Morningstar Inflation-Protected Bond Category 5.88 4.20 2.09 1.17 3.01 ---
Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Inflation Plus  I 5.13 3.99 1.87 1.16 3.05 3.93
BENCHMARK 5.16 4.68 1.93 1.42 2.93 ---
Morningstar Inflation-Protected Bond Category 5.88 4.20 2.09 1.17 3.01 ---
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 Global Real Asset Fund 

Hartford Schroders Tax-Aware Bond Fund 

(STWTX)

(as of 6/30/2019)
Overall
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Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 242, 242 and 217 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
242 Products | Muni National Interm Category
Based on Risk-Adjusted Returns

Morningstar Analyst Rating1

Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond  I 5.89 7.30 2.48 3.97 --- 5.03
BENCHMARK 5.09 6.71 2.55 3.64 --- ---
Morningstar Muni National Intermediate Category 4.77 5.87 2.02 2.79 --- ---
Performance (%)
% (as of 6/30/2019)
Average Annual Total Returns % (as of 6/30/2019)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders Tax-Aware Bond  I 5.89 7.30 2.48 3.97 --- 5.03
BENCHMARK 5.09 6.71 2.55 3.64 --- ---
Morningstar Muni National Intermediate Category 4.77 5.87 2.02 2.79 --- ---
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.