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Volatility Resource Center

Helping financial professionals navigate through market volatility

The Dos and Don'ts of Effective Virtual Communication

Conduct an effective virtual meeting with ease while avoiding the most common mistakes.

From Crisis to Team Continuity

How to discover and apply what you learned about your team during the pandemic

Maintaining Perspective in Crises

How to Help Clients Make Rational Decisions When It Feels Like the World Is Falling Apart

How to FACE Adversity

Facts, Action, Confidence and Empathy: How to communicate effectively with anxious and distracted clients.

The Price of Panic

Help clients avoid costly, panic-driven investment decisions during a crisis and remain focused on the long term.

5 Ways Tech Can Make Social Distancing Easier

Social distancing has impacted our access to the people, places, and things we need and enjoy. But technology provides ways to help us cope with the challenges and stay safe.

How to Recognize and Respond to Client Anxiety

The three signs of investor anxiety and how you can help your clients manage it.

Beyond Investment Illusions

Show common misconceptions about investing alongside the facts to help replace those “illusions” with investment reality.


Educate Clients

The Arithmetic of Investment Losses

Understanding the arithmetic behind investment losses can help investors be more mindful of risk management.

As Markets Lose, News Coverage Gains

When inundated with news, how do you tune out the noise and make the right decisions for your portfolio?

Tax-Loss Harvesting: Turning a Negative Into a Positive

Conventional investing wisdom is to buy low and sell high. But you may be able to lower your tax liabilities by going against that wisdom and selling investments at a loss.

Timing the Market Is Impossible

In times of volatility, timing the market may seem tempting. But doing so is impossible and could be a costly mistake.

Balance Out Volatility With a Balanced Portfolio

A well-balanced portfolio can help you manage volatility.

The Price of Panic Could Be Costly

When the market is volatile, giving in to panic could be costly.

There Are Always Reasons Not to Invest

Staying invested in stocks despite negative news has historically been profitable.


Market Insights

4Q Outlook: Politics, Policy, and the Pandemic

How will US election risk, policy support, and progress toward a COVID-19 vaccine balance out?

Building a Resilient Equity Core

In volatile markets, skilled active managers can help navigate the uncertain terrain where differences between winners and losers are magnified.

Global Healthcare: Pressing Questions

Amid today’s uncertainty, learn why we believe healthcare continues to offer a compelling opportunity set.

Is the Time up for US Equities’ Leadership?

US equities have outperformed the rest of the world since the Global Financial Crisis. But if history is any guide, outperformance does not last forever.

3Q Outlook: Do the Fundamental Things Apply?

With political and COVID-19 risks still on the horizon, how might investors approach the market in the second half of the year?


MIT AgeLab COVID-19 Research

MIT AgeLab COVID-19 Research: Home

A cross-generational snapshot of new perspectives on home, neighborhood connectedness, and moving.

MIT AgeLab COVID-19 Research: The Acceleration of Automation

New perspectives on technology and its uses have influenced technology adoption in the home.

MIT AgeLab COVID-19 Research: Changes in Technology Experience

How different generations’ use of and attitudes toward new technologies have changed during the pandemic.

MIT AgeLab COVID-19 Research: Long Term Finances

Financial attitudes and experiences are being affected in relation to the pandemic.

MIT AgeLab COVID-19 Research: Senior Housing

Changes in attitudes and perceptions concerning the senior-housing industry—one that’s been hit the hardest by the pandemic.

MIT AgeLab COVID-19 Research: Family Caregiving

COVID-19’s effects on the physical, financial, and emotional challenges of caregiving.

MIT AgeLab COVID-19 Grocery Shopping Habits

How grocery-shopping habits have shifted in the wake of COVID-19.

MIT AgeLab COVID-19 Research: Perceptions by Generation

COVID-19-related challenges and worries experienced by Americans across generations.

MIT AgeLab COVID-19 Research: Employment Changes and Employer Response

How employment’s been impacted for people of different generations, working in various industries.

MIT AgeLab COVID-19 Research: The Intersection of COVID-19 and the Law

Workers’ reactions to the shifting norms in the legal profession as well as legal risk-analyses of companies’ reopening.

MIT AgeLab COVID-19 Research: Consumer Behaviors

Cross-generational insights into how spending behavior has shifted during the pandemic.

MIT AgeLab COVID-19 Research: Working from Home: Benefits and Challenges

How employees’ work has changed since COVID-19’s outbreak and the pros and cons of remote work.

Investment Options


Hartford Balanced Income Fund (HBLIX)

I-Share Morningstar Rating
(as of 9/30/2020)
Overall
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Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 514, 514, 450 and 285 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
514 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Hartford Core Equity Fund (HGIIX)

I-Share Morningstar Rating
(as of 9/30/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 5 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 1229, 1229, 1066 and 819 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
1229 Products | Large Blend Category
Based on Risk-Adjusted Returns

Hartford Total Return Bond Fund (ITBIX)

I-Share Morningstar Rating
(as of 9/30/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 537, 537, 459 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.
©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
537 Products | Intermediate Core-Plus Bond Category
Based on Risk-Adjusted Returns

The MIT AgeLab is not an affiliate or subsidiary of Hartford Funds.

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