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Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.39% 0.15% 321.71M 64356.03
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
-- 66.00% -127.12M Upgrade

Basic Info

Investment Strategy
The Fund seeks total return on an after-tax basis. To achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities which includes bonds, debt securities and other similar instruments issued by various US and non-US public or private-sector entities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group General & Insured Municipal Debt Funds
Global Macro Bond HC
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General & Insured Municipal Debt Funds
Fund Owner Firm Name Hartford Funds
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

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Performance Versus Peer Group

 
20%
15%
10%
5%
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Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
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--
Total Return (NAV)
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--
--
--
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Peer Group Rtn. (NAV)
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% Rank in Peer Group (NAV)
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
7.86%
5.41%
-0.12%
-8.33%
7.17%
1.52%
3.01%
1.28%
7.54%
5.21%
1.52%
-8.53%
6.40%
1.05%
4.05%
--
--
--
--
--
8.48%
1.97%
7.79%
1.96%
8.08%
7.47%
1.35%
-11.20%
7.45%
0.92%
4.38%
--
--
--
--
--
--
-0.36%
3.37%
--
--
--
--
--
--
-0.09%
3.37%
As of December 12, 2025.

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.54%
Stock 0.00%
Bond 98.74%
Convertible 0.00%
Preferred 0.00%
Other -1.28%
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Basic Info

Investment Strategy
The Fund seeks total return on an after-tax basis. To achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities which includes bonds, debt securities and other similar instruments issued by various US and non-US public or private-sector entities.
General
Security Type Exchange-Traded Fund
Broad Asset Class Municipal Bond
Broad Category Fixed Income
Global Peer Group Bond USD Municipal
Peer Group General & Insured Municipal Debt Funds
Global Macro Bond HC
US Macro National Municipal Debt Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective General & Insured Municipal Debt Funds
Fund Owner Firm Name Hartford Funds
Broad Asset Class Benchmark Index
^BBMBTR 100.0%

View Basic Info
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