The Hartford World Bond Fund Class I (HWDIX)

10.59
Net Asset Value
-0.09%
1 Day
+0.67%
Year-to-Date
Overall Morningstar Rating
World bond
Style or Category
No Load
Sales Expenses
0.78%
Expense Ratio
Low
Morningstar Risk Rating™
Investment Objective The investment seeks capital appreciation with income as a secondary goal. The fund normally invests at least 80% of its assets in a broad range of fixed income securities- including U.S. and non-U.S. government and corporate debt- mortgage-related and other asset-backed securities- loan participations- inflation-protected securities- structured securities- variable- floating- and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however- the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.

Performance

1 month0.00% 3 years+1.28%
3 months+0.38% 5 years+1.42%
1 year+2.43% Since inception+3.03%
Data through --

Peer Comparisonvs. World bond

 HWDIXCategory
Performance 5-yr return+1.42%+1.43%
Expense ratio0.78%0.94%
Risk 5 year sharpe ratio0.690.31
Net assets$4.2B$2.7B
Average market cap--$30.6B
Average P/E--19.1
Portfolio turnover100%100%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Sullivan / 6 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

Fixed income115.14%
Cash8.62%
Other0.91%
U.S. stock0.02%
International stock0.02%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
Holdings not available.