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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

Are CDs as Safe as You Think?

The so-called safety of CDs could actually introduce far more risk than you anticipate, especially if your CDs automatically roll over.

Time (in the Market) Is of the Essence

With the power of compounding, investing even a small initial principal can be far more beneficial than investing a larger amount later.

Getting the Most Out of Social Security

Learn the options and implications for taking Social Security benefits and how to maximize them.

Traditional IRA vs. Roth IRA: Which Is Right for You?

Understanding the differences between a traditional IRA and Roth IRA can help you decide which is best for you.

How High Earners Can Maximize Their Retirement Savings

There are some little-known strategies you can use to bolster your retirement savings.

Save Smart, Spend Smart: 10 Qualified 529 Expenses

Avoid paying unnecessary taxes on 529 withdrawals by sticking to qualified expenses.

Are You Losing the Race Against Inflation?

There can be a downside to playing it "safe" if your assets are in investments that don't keep pace with inflation.


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.

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 477, 477, 385 and 260 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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477 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, 5 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 219, 219, 197 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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219 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, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 240, 240 and 216 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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240 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 490, 490, 433 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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490 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 192, 192 and 181 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
192 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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