Price Chart

Key Stats

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Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.02% 1.061B 60488.53
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (All)
2.47% 49.00% 301.23M 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
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 4.18 yrs
Joseph Marvan 4.18 yrs
Robert Burn 4.18 yrs

Net Fund Flows Versus Category

View Net Fund Flows. Upgrade now.
1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 32
301.23M
-4.841B Category Low
18.58B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- Category High
6 Months
% Rank: --
-- Category Low
-- Category High
5 Years
% Rank: --
-- Category Low
-- Category High
YTD
% Rank: --
-- Category Low
-- Category High
10 Years
% Rank: --
-- Category Low
-- Category High
As of November 30, 2021

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)
--
--
--
--
--
--
--
--
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 December 08, 2021. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2014
2015
2016
2017
2018
2019
2020
YTD
--
--
--
--
-0.88%
10.38%
8.87%
-0.98%
5.97%
0.55%
2.65%
3.54%
0.01%
8.72%
7.51%
-1.75%
--
-0.98%
6.74%
3.52%
-0.57%
9.81%
9.42%
-0.67%
--
--
--
4.88%
-0.45%
8.62%
6.25%
-0.85%
--
--
--
--
--
--
9.19%
-0.73%
--
0.42%
4.00%
3.82%
-0.27%
9.13%
7.62%
-1.42%
As of December 08, 2021.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-9-21) 2.47%
30-Day SEC Yield (11-30-21) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Bond
Current Yield 2.86%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of December 07, 2021

Asset Allocation

As of December 07, 2021.
Type % Net % Long % Short
Cash 1.06% Upgrade Upgrade
Stock 0.00% Upgrade Upgrade
Bond 98.51% Upgrade Upgrade
Convertible 0.43% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Federal National Mortgage Association 2%
8.77% -- --
Us 2yr Note (Cbt) Mar22 Xcbt 20220331
4.66% -- --
Federal National Mortgage Association 2%
3.00% -- --
United States Treasury Notes 0.625%
2.61% -- --
United States Treasury Bonds 3.625%
2.47% -- --
Federal National Mortgage Association 2.5%
2.21% -- --
Federal National Mortgage Association 2.5%
2.00% -- --
United States Treasury Notes 1.625%
1.80% -- --
Government National Mortgage Association 3%
1.41% -- --
United States Treasury Bonds 1.75%
1.22% -- --

News

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Wire
Time (ET)
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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
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 4.18 yrs
Joseph Marvan 4.18 yrs
Robert Burn 4.18 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (12-9-21) 2.47%
30-Day SEC Yield (11-30-21) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Bond
Current Yield 2.86%
Yield to Maturity --
Effective Duration Upgrade
Average Coupon Upgrade
Average Credit Score Upgrade
Average Price Upgrade
As of December 07, 2021

Fund Details

Key Dates
Inception Date 9/27/2017
Last Annual Report Date 7/31/2021
Last Prospectus Date 11/24/2021
Attributes
Enhanced Index Fund No
Index Fund No
Inverse Fund No
Leveraged Fund No
Fund of Funds No
Currency Hedged Fund No
Synthetic Replication Fund No
Has Dividend Investment Plan No
Socially Responsible Fund No

News

Headline
Wire
Time (ET)
No Data Available