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The Morningstar Analyst RatingTM is a forward-looking, analyst-driven system that assigns ratings based on their assessment of a fund’s merits.


Funds with Morningstar Analyst Ratings as of September 30, 2020

 

Fund ETF Class F Class R6/SDR Class I Class Y Class A Class C Class R3 Class R4 Class R5 Rating Date View Analyst Report
Multi-Strategy Funds                        
Hartford Balanced Income Fund --- 11/4/2019 Analyst Report
Equity Funds                        
Hartford Capital Appreciation Fund --- 2/10/2020 ---
Hartford Core Equity Fund --- 9/9/2020 ---
Hartford Dividend and Growth Fund --- 3/13/2020 Analyst Report
Hartford Equity Income Fund --- 4/8/2020 Analyst Report
Hartford Schroders International Multi-Cap Value Fund --- 4/8/2020 Analyst Report
Hartford International Opportunities Fund --- 3/30/2020 Analyst Report
Hartford Midcap Fund --- 2/10/2020 Analyst Report
Hartford Schroders US MidCap Opportunities Fund --- 2/11/2020 Analyst Report
Hartford Schroders US Small Cap Opportunities Fund --- 2/11/2020 Analyst Report
Fixed-Income Funds                        
Hartford Floating Rate Fund --- --- 8/31/2020 ---
Hartford Municipal Opportunities ETF --- --- --- --- --- --- --- --- --- 6/22/2020 ---
Hartford Municipal Opportunities Fund --- --- --- --- --- 6/5/2020 ---
Hartford Short Duration Fund --- 11/25/2019 ---
Hartford Schroders Tax-Aware Bond ETF --- --- --- --- --- --- --- --- --- 12/20/2019 ---
Hartford Schroders Tax-Aware Bond Fund --- --- --- --- 12/4/2019 ---
Hartford Total Return Bond ETF --- --- --- --- --- --- --- --- --- 12/20/2019 ---
Hartford Total Return Bond Fund --- 12/19/2019 Analyst Report
Hartford World Bond Fund --- 8/13/2020 Analyst Report

 

Past performance does not guarantee future results. For more information on a Fund's performance history, please click on the Fund name above. Source: Hartford Funds and Morningstar.

SDR class is only available in the Hartford Schroders (HS) mutual funds. The R6 class is not offered in the HS funds.

ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.

The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by Morningstar’s manager research group, which consists of various Morningstar, Inc. subsidiaries (“Manager Research Group”). In the US, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the US Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. They consider quantitative and qualitative factors in their research and weights will vary.

The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months.

The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund.

For more detailed information about Morningstar’s Rating for Funds and Analyst Rating, including their methodology, please go to global.morningstar.com/managerdisclosures.

©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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