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Election Resource Center

Helping you navigate the election season and beyond

Financial Professional Education

Post-Election Recap for the Muni Market

Wellington Management’s municipal-bond team offers some insight on how the election outcomes might impact the municipal-bond market.

Perspective: Are Things Today as Bad as They Seem?

Our nation is going through a challenging time, but we’ve overcome past periods of economic and cultural turmoil.

What Will the Election Mean for Fixed Income?

With the 2020 US elections just around the corner, our experts weigh the potential outcomes and the implications for bond and currency markets.

Would a Biden Presidency Hurt Stock Prices?

Our analysis suggests such an assumption would be premature.

Talking Politics with Clients, Part 1

As long as you stay in your role as a financial professional, talking about politics could be helpful and supportive to your clients, and beneficial to your relationship.

Talking Politics with Clients: Handling Heated Conversations, Part 2

Talking politics with clients can feel like the third rail. It can be tough and nerve-racking. Yet political conversations are close to inevitable these days.


Educate Your Clients

What Would a Biden Win Mean for Your Taxes?

A comparison between Democratic nominee Joe Biden’s proposed tax policy and the current tax law under President Donald Trump’s administration.

10 Things You Should Know About Politics and Investing

Donkeys, elephants, bears, and bulls: Why who is in the White House may matter less than you think.

Thinking of Changing Your Portfolio Because of the Election? Think Again.

The uncertainty surrounding an election can cause even seasoned investors to question their portfolios—but elections haven't impacted the market as much as you may think.

The Times They Are A-Changin'

Are the issues we’re facing today really that unprecedented? This client brochure and presentation step back to provide historical perspective for investors.

The Next President Is Unlikely to Sink the Economy—or the Stock Market

Dire predictions about past presidents have usually proven to be wrong.

How Political Parties in Power Influence Markets

No matter whether the White House and Congress are unified or divided, the stock market tends to march higher.

Investment Options


Hartford Balanced Income Fund (HBLIX)

I-Share Morningstar Rating
(as of 10/31/2020)
Overall
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Overall, 5 stars, 3-Year, 3 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 512, 512, 452 and 274 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.
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email
512 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Hartford Core Equity Fund (HGIIX)

I-Share Morningstar Rating
(as of 10/31/2020)
Overall
infoIcon:
Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1237, 1237, 1071 and 825 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.
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email
1237 Products | Large Blend Category
Based on Risk-Adjusted Returns

Hartford Total Return Bond Fund (ITBIX)

I-Share Morningstar Rating
(as of 10/31/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 540, 540, 458 and 340 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
540 Products | Intermediate Core-Plus Bond Category
Based on Risk-Adjusted Returns

220583