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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

Could White House Drama Derail Your Portfolio?

Will the political storm for the current presidential administration ultimately impact investors?

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.

FAANG: Taking a Bite Out of the Equity Market

You’ve heard a lot about it. But what exactly is FAANG? Could it eventually bite you?

Are You Prepared For Duration Risk?

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

Say Yes to Investing

Continuing to participate in the market during turbulent times has been beneficial to investors, historically.

How to Learn to Worry Less and Love a Market Correction

A downturn could actually be good news for long-term investors—if everyone stays calm and has a plan.

10 Things You Should Know About Stock Market Volatility

Market volatility is a matter of perspective.


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.

Lower yields, higher risks: Questions from the field

Today's economic and political climates have left advisors and clients with many questions. Here's a look at the toughest of those questions with insight that helps make sense of it all.

Big Bets or Targeted Tilts? An Asset Allocation Playbook for An Aging Cycle

With the global expansion getting long in the tooth, investors should be particularly focused on asset-class positioning—a key determinant of portfolio results in each phase of the economic cycle.

The Logic of History: A Cure for Yield Curve Anxiety

Contrary to conventional wisdom, yield curve behavior is not an infallible predictor of future events.

Defensive Stocks: The Potential for Downside Mitigation May be Cheaper Than You Think

As the economic cycle matures, defensive sectors can not only help mitigate drawdowns, they may be more attractively priced than they’ve been in years.

Investment Options


Hartford Balanced Income Fund (HBLIX)

Overall
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Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 497, 497, 402 and 267 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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497 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Designed to offer growth potential without taking excessive risk


Hartford Schroders Tax-Aware Bond Fund (STWTX)

Overall
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Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 244, 244 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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244 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, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 4 stars, rated against 488, 488, 436 and 277 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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488 Products | Short-Term Bond Category
Based on Risk-Adjusted Returns

Emphasizes investment-grade rated securities


Hartford World Bond Fund (HWDIX)

Overall
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Overall, 5 stars, 3-Year, 4 stars, and 5-Year, 5 stars, rated against 185, 185 and 175 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
185 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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