HSADX - Hartford Schroders Sustainable Core Bond Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Hartford Schroders Sustainable Core Bond Fund

Hartford CT 06104-2999

P O Box 2999

Hartford Mutual Funds II Inc

Management Information
Neil G. Sutherland,Lead Manager since January 30, 2018
Neil Sutherland is an Investment Manager at Schroders, Neil Sutherland is a Fixed Income portfolio manager and a member of the team responsible for managing all Multi-Sector portfolios including the Value portfolios. •Neil is the lead portfolio manager for US Core Plus portfolios, which includes Schroder Total Return Fixed Income Fund and Schroder ISF USD Bond. •. He joined Schroders in 2013 and is based in New York. Neil was a Principal, Investment Manger at STW Fixed Income Management from 2008 to 2013, Neil joined Schroders in 2013 following the acquisition of STW Fixed Income Management, where he had worked since 2008. At STW, Neil was Principal, Portfolio Manager and a member of the team responsible for managing $11 billion. He was a Senior Fixed Income Manger at AXA investment Managers from 2001 to 2008, which involved here he was the Senior Fixed Income Manager responsible for Credit and Absolute Return strategies. He was a Portfolio Manager at Newton investment Management from 1997 to 2001, which involved Portfolio manager for the Newton Investment Group’s Global Fixed Income team, where he managed a broad range of multicurrency global fixed income portfolios. Qualifications: CFA Charterholder; MA in Politics and Economics from University of Dublin, Trinity College.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryIntermediate Core Bond
Fund FamilyHartford Mutual Funds
Net Assets210.27M
YTD Return1.34%
Morningstar Rating★★★★
Inception DateJun 28, 2020

Fund Operations

Last Dividend0.10
Last Cap Gain-19.00
Holdings Turnover162.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHSADXCategory Average
Annual Report Expense Ratio (net)0.40%0.61%
Prospectus Net Expense Ratio0.40%N/A
Prospectus Gross Expense Ratio0.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.18%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A