The Hartford World Bond Fund Class I (HWDIX)

10.46
Net Asset Value
+0.10%
1 Day
-0.19%
Year-to-Date
Overall Morningstar Rating
World bond
Style or Category
No Load
Sales Expenses
0.76%
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 net 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 month-0.68% 3 years+2.85%
3 months-0.34% 5 years--
1 year+1.02% Since inception+4.17%
Data through --

Peer Comparisonvs. World bond

 HWDIXCategory
Performance 5-yr return--+3.24%
Expense ratio0.76%1.07%
Risk 5 year sharpe ratio--0.70
Net assets$3.5B$2.2B
Average market cap----
Average P/E----
Portfolio turnover140%140%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureRobert Evans / 3 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

Fixed income85.67%
Cash13.90%
Other0.43%
U.S. stock0.00%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
-- 12.99%
-- 12.97%
-- 6.76%
-- 5.84%
-- 4.93%
-- 4.35%
-- 3.13%
-- 3.01%
-- 2.96%
-- 2.80%

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