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Nasdaq - Delayed Quote USD

Hartford Floating Rate R4 (HFLSX)

7.58
+0.03
+(0.40%)
At close: 8:01:05 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.43%
5y Average Return 6.33%
Number of Years Up 13
Number of Years Down 5
Best 1Y Total Return (Apr 7, 2025) 11.04%
Worst 1Y Total Return (Apr 7, 2025) --
Best 3Y Total Return 11.04%
Worst 3Y Total Return 0.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HFLSX
Category
YTD
0.13%
2.87%
1-Month
-0.70%
0.37%
3-Month
0.13%
1.35%
1-Year
6.07%
10.15%
3-Year
5.19%
3.23%
5-Year
7.13%
3.90%
10-Year
3.80%
3.49%
Last Bull Market
4.74%
7.61%
Last Bear Market
-6.29%
-3.97%

Annual Total Return (%) History

Year
HFLSX
Category
2025
--
--
2024
7.90%
--
2023
10.98%
--
2022
-3.73%
--
2021
4.03%
--
2020
1.36%
1.16%
2019
8.27%
7.45%
2018
-1.00%
-0.26%

2017
4.35%
3.48%
2016
11.04%
9.25%
2015
-2.05%
-1.25%
2014
-0.28%
0.57%
2013
5.05%
5.68%
2012
9.14%
9.43%
2011
1.45%
1.63%
2010
10.51%
9.44%
2009
43.67%
41.81%
2008
-30.51%
-29.72%
2007
0.74%
1.09%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 0.13% -- -- --
2024 1.86% 1.68% 1.88% 2.26%
2023 2.46% 3.06% 2.43% 2.59%
2022 -0.81% -6.29% 0.64% 2.92%
2021 1.71% 1.27% 0.71% 0.29%
2020 -13.75% 9.77% 3.52% 3.42%
2019 4.00% 1.27% 0.95% 1.83%
2018 1.06% 0.34% 1.79% -4.08%
2017 1.33% 0.77% 1.03% 1.15%
2016 1.35% 3.02% 3.47% 2.78%

2015 1.97% 0.66% -2.10% -2.53%
2014 0.93% 1.13% -0.93% -1.39%
2013 2.20% -0.24% 1.26% 1.75%
2012 4.04% 0.66% 2.91% 1.27%
2011 1.99% 0.11% -4.05% 3.54%
2010 4.56% -1.44% 3.98% 3.13%
2009 10.57% 15.85% 8.07% 3.78%
2008 -5.76% 4.65% -6.25% -24.83%
2007 1.94% 1.27% -1.82% -0.60%

Rank in Category (By Total Return)

YTD 71
1-Month 75
3-Month 71
1-Year 57
3-Year 83
5-Year 66

Load Adjusted Returns

1-Year 6.07%
3-Year 5.19%
5-Year 7.13%
10-Year 3.80%

Performance & Risk

YTD Return -2.43%
5y Average Return 6.33%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.22
Morningstar Risk Rating

Fund Overview

Category Bank Loan
Fund Family Hartford Mutual Funds
Net Assets 1.09B
YTD Return 0.13%
Yield 7.55%
Morningstar Rating
Inception Date Dec 22, 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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