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Volatility Resource Center

Helping advisors navigate through market volatility

Need Prospects? How Virtual Events with Local Professionals Could Be the Answer

Hosting a virtual event with local professionals offers a flexible, cost-effective way to connect with prospects.

From Crisis to Team Continuity

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

Never Stop Prospecting

Why it’s always a good time to find new clients

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.

The Dos and Don'ts of Effective Virtual Communication

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

How to Recognize and Respond to Client Anxiety

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

Communicating Confidently in a Crisis

Ensure that the messages you send—via your body language, tone of voice, and word selection—are congruent and confident.

Beyond Investment Illusions

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


Educate Clients

Does Portfolio Rebalancing Work? Yes, Even in Bear Markets

Rebalancing, especially when stocks are undervalued, may be a prudent long-term strategy.

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.

10 Things You Should Know About Recessions

A bear market is not a recession and nine other important things to know about economic contractions.

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.

Top 10 Stock Market Drops & Recoveries

The S&P 500 Index was generally positive in the 1-, 3-, and 5-year periods after its worst single-day declines in the last 40 years.

Resisting the Urge to Panic

In the aftermath of the financial crisis, investors put less money into stocks even while the market was rebounding.

There Are Always Reasons Not to Invest

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


Market Insights

Will COVID-19 Mark a Permanent Economic Shift?

The COVID-19 pandemic has changed the way we live and work. We ask fund managers Alex Tedder and Robin Parbrook what it means.

Coronavirus Update Center

Collected insights on the impact of coronavirus.

Coronavirus and Markets: What's Next?

Will there be a V-shaped recovery? Are the Fed's credit purchases signaling opportunity? Which economic sectors will survive the COVID-19 pandemic? Our panel of experts weigh in, moderated by CNBC's Ron Insana.

Problems in Store: What’s Going on With Oil Prices?

As the price of oil turns negative for the first time ever, we examine what the wider implications for the economy and the energy sector could be.

Muni Bonds: Extreme Valuations Create Opportunity

Volatility in the municipal-bond market has created a historic valuation advantage not seen since the global financial crisis.


MIT AgeLab COVID-19 Research

MIT AgeLab COVID-19 Research: Personal Financial Behaviors

How the pandemic’s effect on businesses, employment, and investment portfolios is changing financial behaviors and attitudes.

MIT AgeLab COVID-19 Research: Consumer Spending

How spending habits have been affected during the early phase of the pandemic and what this could mean for the future of retail.

MIT AgeLab COVID-19 Research: Looking Beyond the Peak

Beyond its health impacts, the outbreak is transforming domains ranging from social interactions, education, and the economy.

MIT AgeLab COVID-19 Research: Social Connectedness

The effect of loneliness and its relationship to concerns and attitudes about COVID-19.

MIT AgeLab COVID-19 Research: Preventive Health Behaviors

How health habits correlate to worry, risk perception, and perceived preparedness.

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

How the pandemic is affecting those who remain employed.

MIT AgeLab COVID-19 Research: Home Technology Purchase Behaviors

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

MIT AgeLab COVID-19 Research: Perceptions by Generation

How Americans of different ages perceive the pandemic's immediate and downstream effects.

VIDEO     RESEARCH FLYER

Investment Options


Hartford Balanced Income Fund (HBLIX)

I-Share Morningstar Rating
(as of 4/30/2020)
Overall
infoIcon:
Overall, 5 stars, 3-Year, 4 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 512, 512, 418 and 272 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
512 Products | Allocation--30% to 50% Equity Category
Based on Risk-Adjusted Returns

Hartford Core Equity Fund (HGIIX)

I-Share Morningstar Rating
(as of 4/30/2020)
Overall
infoIcon:
Overall, 5 stars, 3-Year, 5 stars, 5-Year, 5 stars, and 10-Year, 5 stars, rated against 1231, 1231, 1052 and 797 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
1231 Products | Large Blend Category
Based on Risk-Adjusted Returns

Hartford Total Return Bond Fund (ITBIX)

I-Share Morningstar Rating
(as of 4/30/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 3 stars, rated against 533, 533, 449 and 333 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
533 Products | Intermediate Core-Plus Bond Category
Based on Risk-Adjusted Returns

Hartford World Bond Fund (HWDIX)

I-Share Morningstar Rating
(as of 4/30/2020)
Overall
infoIcon:
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 188, 188 and 172 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
188 Products | World Bond Category
Based on Risk-Adjusted Returns

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

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