HSDYX - Hartford Short Duration Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Hartford Short Duration Fund

Hartford CT 06115

Itt Hartford Group NC P O Box 2999


Management Information
Timothy E. Smith,Lead Manager since March 4, 2012
Timothy E. Smith Senior Managing Director, Partner, and Fixed Income Portfolio Manager of Wellington Management, has served as portfolio manager of the Fund since 2013. Mr. Smith joined Wellington Management as an investment professional in 1992. Tim is a fixed income portfolio manager specializing in short-duration investing, including money market, enhanced cash, LIBOR, and short-term bond portfolios. He is chair of the firm’s Short Duration Strategy Group and is a member of the Error Resolution Council and the Financial Reserves Management Team.
Morningstar Style Box
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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

CategoryShort-Term Bond
Fund FamilyHartford Mutual Funds
Net Assets1.85B
YTD Return2.18%
Morningstar Rating★★★★
Inception DateFeb 27, 2019

Fund Operations

Last Dividend0.10
Last Cap Gain-9.00
Holdings Turnover29.00%
Average for CategoryN/A

Fees & Expenses

ExpenseHSDYXCategory Average
Annual Report Expense Ratio (net)0.43%0.68%
Prospectus Net Expense Ratio0.43%N/A
Prospectus Gross Expense Ratio0.43%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A2.59%
Max Deferred Sales LoadN/A1.12%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A