• Products
  • Insights
  • Practice Management
  • Resources
  • About Us
Navigate the complexities of higher inflation

Educate Clients

There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.
After you factor in taxes and inflation, 12-month CDs have rarely offered a positive real return.
After decades in hibernation, inflation’s back. Here are the basics about this invisible thief.

Market Perspectives

Yields? Distributions? Yield-to-Worst? What you emphasize depends on what clients want from a bond fund.
Investors grappled with the expected timing of the Federal Reserve’s first rate cut as the Fed chair talked down prospects for cuts in March. Bond markets faltered in early 2024 but recovered by January's end.
Some investors are worried about inflation's impact on equities. We look at which equity sectors could prove to be the most resilient.
ROUS, a systematic US equity ETF designed to offer potentially less volatility than cap-weighted indices over a full market cycle, may be a good fit for investors who aren’t sure where the market is headed.
An economic soft landing could create buying opportunities during the volatile months ahead.
Bond markets extended their rally into December with investors convinced that most central banks were done hiking interest rates. Whether those expectations are fulfilled in 2024 remains to be seen.
Markets seem to expect a much smoother ride in 2024, but they may be too optimistic.
Concentration works in an investor’s favor when the top-performing stocks perform well, but history suggests this strong performance likely won’t last.
The tables could, at long last, be set to turn in favor of more actively managed strategies.
Global sovereign markets staged a strong November rally as market participants repriced expectations for future monetary-policy rate moves.
OVERALL
(as of 1/31/2024)
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1129, 1129, 1074 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.
©2024 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.

1129 Products | Large Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 1/31/2024)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 458, 458 and 427 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.
©2024 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.

458 Products | Small Value Category
Based on Risk-Adjusted Returns
OVERALL
(as of 1/31/2024)
Overall, 4 stars, 3-Year, 2 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 699, 699, 642 and 423 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.
©2024 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.

699 Products | Foreign Large Blend Category
Based on Risk-Adjusted Returns
227374 HFA001455

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 appropriate 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, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs 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 (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, 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 2024 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value