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Nasdaq - Delayed Quote USD

Hartford Floating Rate A (HFLAX)

7.68
-0.07
(-0.90%)
At close: 8:03:50 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.04%
5y Average Return 7.26%
Number of Years Up 14
Number of Years Down 5
Best 1Y Total Return (Apr 1, 2025) 11.17%
Worst 1Y Total Return (Apr 1, 2025) --
Best 3Y Total Return 11.17%
Worst 3Y Total Return 0.51%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HFLAX
Category
YTD
0.83%
2.87%
1-Month
0.14%
0.37%
3-Month
1.36%
1.35%
1-Year
7.53%
10.15%
3-Year
5.48%
3.23%
5-Year
4.45%
3.90%
10-Year
3.90%
3.49%
Last Bull Market
4.73%
7.61%
Last Bear Market
-6.40%
-3.97%

Annual Total Return (%) History

Year
HFLAX
Category
2024
7.90%
--
2023
10.96%
--
2022
-3.72%
--
2021
4.16%
--
2020
1.25%
1.16%
2019
8.27%
7.45%
2018
-0.93%
-0.26%
2017
4.25%
3.48%

2016
11.17%
9.25%
2015
-2.15%
-1.25%
2014
-0.25%
0.57%
2013
5.08%
5.68%
2012
9.16%
9.43%
2011
1.59%
1.63%
2010
10.41%
9.44%
2009
43.61%
41.81%
2008
-30.46%
-29.72%
2007
0.88%
1.09%
2006
6.67%
6.57%
2005
--
4.58%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.86% 1.68% 1.88% 2.26%
2023 2.46% 2.93% 2.56% 2.58%
2022 -0.81% -6.40% 0.77% 2.91%
2021 1.71% 1.27% 0.71% 0.42%
2020 -13.85% 9.77% 3.52% 3.42%
2019 4.00% 1.27% 1.07% 1.71%
2018 1.18% 0.22% 1.91% -4.14%
2017 1.22% 0.78% 1.16% 1.03%
2016 1.47% 2.90% 3.47% 2.90%
2015 1.98% 0.66% -2.10% -2.64%

2014 0.94% 1.14% -0.92% -1.38%
2013 2.20% -0.23% 1.27% 1.76%
2012 4.04% 0.67% 2.91% 1.28%
2011 2.11% 0.12% -4.15% 3.67%
2010 4.44% -1.43% 3.98% 3.14%
2009 10.39% 16.00% 7.93% 3.91%
2008 -5.84% 4.76% -6.35% -24.71%
2007 2.06% 1.28% -1.80% -0.62%
2006 1.90% 1.07% 1.74% 1.80%
2005 1.88% 1.16% -- --

Rank in Category (By Total Return)

YTD 34
1-Month 35
3-Month 27
1-Year 56
3-Year 82
5-Year 79

Load Adjusted Returns

1-Year 4.30%
3-Year 4.42%
5-Year 3.81%
10-Year 3.58%

Performance & Risk

YTD Return 0.04%
5y Average Return 7.26%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.21
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Hartford Mutual Funds
Net Assets 1.13B
YTD Return 0.83%
Yield 7.55%
Morningstar Rating
Inception Date Aug 31, 2006

Fund Summary

The fund normally invests at least 80% of its assets in below-investment-grade variable or floating rate loans and floating rate securities selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"). The fund may invest up to 25% of its net assets in loans of foreign Borrowers and securities of foreign issuers, and up to 10% of its net assets in foreign loans or securities that are denominated in a foreign currency.

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