Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.14% 1.504B 200795.9
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.16% 69.00% 467.99M Upgrade

Basic Info

Investment Strategy
The investment seeks a competitive total return, with income as a secondary objective. The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as "junk bonds"). The fund may invest up to 40% of its net assets in debt securities of foreign issuers, including from emerging markets, and up to 20% of its net assets in non-dollar securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Campe Goodman 6.51 yrs
Joseph Marvan 6.51 yrs
Robert Burn 6.51 yrs
Jeremy Forster 0.08 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
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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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
--
-0.88%
10.38%
8.87%
-0.80%
-14.36%
7.15%
-2.72%
3.54%
0.01%
8.72%
7.51%
-1.54%
-13.01%
5.53%
-3.44%
3.52%
-0.57%
9.81%
9.42%
-0.43%
-12.54%
6.81%
-3.05%
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--
--
--
--
7.16%
-2.32%
--
--
--
9.19%
-0.51%
-12.90%
7.13%
-2.57%
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--
--
--
--
--
--
-2.89%
As of April 25, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 4.43% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 95.54% Upgrade Upgrade
Convertible 0.03% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks a competitive total return, with income as a secondary objective. The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as "junk bonds"). The fund may invest up to 40% of its net assets in debt securities of foreign issuers, including from emerging markets, and up to 20% of its net assets in non-dollar securities.
General
Security Type Exchange-Traded Fund
Equity Style --
Fixed Income Style Medium Quality/Moderate Sensitivity
Broad Asset Class Taxable Bond
Broad Category Fixed Income
Category Name Intermediate Core-Plus Bond
Category Index Bloomberg US Universal TR USD
Global Category Name US Fixed Income
YCharts Categorization US Fixed Income
YCharts Benchmark Bloomberg US Aggregate (^BBUSATR)
Prospectus Objective Income
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Bloomberg US Agg Bond TR USD 100.0%
Broad Asset Class Benchmark Index
^BBUSATR 100.0%
Manager Tenure
Campe Goodman 6.51 yrs
Joseph Marvan 6.51 yrs
Robert Burn 6.51 yrs
Jeremy Forster 0.08 yrs

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