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Volatility Resource Center

Helping advisors navigate through market volatility

Managing Investor Anxiety

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Fear, Finance & The High-Anxiety Client

MIT AgeLab offers insights about the effects of anxiety on your clients—especially their investment decisions.

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Media Replay

Illustrate the market's ability to grow wealth despite recessions and bear markets to help clients avoid panic decisions when the next "crisis of the day" marks headlines.

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Beyond Investment Illusions

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


Educate Clients

Client Conversations: 10 Things You Should Know About Capital Gains

You’ve heard the investing adage to “buy low and sell high.” But selling stocks, bonds, or fund shares at a profit could have implications for your wallet beyond simply increasing its contents.

Client Conversations: Why You Should Care About Medicare

Medicare can be tough to understand. It doesn’t have to be.

Client Conversations: 8,000 Days: Envisioning Retirement in a New Way

Most of us have a pretty clear idea of what will occur in our lives before we retire. After we reach retirement, things begin to get a bit more out-of-focus.

Client Conversations: Tidying Up Financial Clutter

Spark joy and part with all those old statements, tax returns, and utility bills.

Client Conversations: Yes, Virginia, Bonds May Still Be Worth Owning When Rates Rise

When rates rise, the question may be less about whether or not to own bonds, and more about which ones make sense to own.

Client Conversations: Duration Risk Is Rising: Are You Prepared?

Rising interest rates may have a significant effect on fixed-income investments.


Market Insights

Take Better Risk in International Equities

There are several tools that can potentially reduce volatility and make investors more comfortable increasing their international allocations.

3 Myths About ETF Liquidity

On the surface, ETFs and mutual funds generally share common characteristics. But underneath the surface, ETF liquidity is significantly different.

2019 Outlooks (Wellington)

Thought leaders from Wellington Management provide their outlook on issues that may influence markets and portfolios going forward.

2019 Outlooks (Schroders)

Thought leaders from Schroder Investment Management provide their outlook on issues that will influence markets and portfolios going forward.

Time to Dust Off the Defensive Playbook?

While investors are celebrating the longest-running bull market in history, experience tells us that good times don’t last forever.

Investment Options


Hartford Balanced Income Fund (HBLIX)

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Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 474, 474, 374 and 262 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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474 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Designed to offer growth potential without taking excessive risk


Hartford Floating Rate Fund (HFLIX)

Overall
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Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 214, 214, 196 and 81 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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214 Products | Bank Loan Category
Based on Risk-Adjusted Returns

Seeks to provide high current income and long-term total return


Hartford Schroders Tax-Aware Bond Fund (STWTX)

Overall
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Overall, 5 stars, 3-Year, 4 stars, and 5-Year, 5 stars, rated against 259, 259 and 227 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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259 Products | Muni National Interm Category
Based on Risk-Adjusted Returns

Seeks total return on an after-tax basis


Hartford Short Duration Fund (HSDIX)

Overall
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Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 476, 476, 415 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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476 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns

Emphasizes investment-grade rated securities


Hartford Total Return Bond Fund (ITBIX)

Overall
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Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 879, 879, 767 and 564 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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879 Products | Intermediate-Term Bond Category
Based on Risk-Adjusted Returns

Seeks a competitive total return with income as a secondary objective


Hartford World Bond Fund (HWDIX)

Overall
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Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 255, 255 and 239 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
255 Products | World Bond Category
Based on Risk-Adjusted Returns

Core bond investment that can provide diversification with a quality bias

"Financial Advisors must be prepared to actively address how their clients feel as well as how they invest. Client anxiety is at a record high and current events suggest that it will remain elevated or even increase."

- Dr. Joe Coughlin, Founder, MIT AgeLab

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For more than a decade, we’ve partnered with the MIT AgeLab to uncover what investors are thinking about lifestyle trends, who they trust, and the future of retirement—all of which influence their decision-making process.

Access MIT AgeLab Resources >

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

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