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Hartford Municipal Opportunities I (HHMIX)

8.16
0.00
(0.00%)
As of 8:09:16 AM EDT. Market Open.

Fund Summary

The fund seeks to achieve its investment objective by investing in investment grade and non-investment grade municipal securities (known as "junk bonds") that the sub-adviser considers to be attractive from a yield perspective while considering total return. At least 80% of the fund's net assets must be invested in municipal securities. The fund may invest up to 20% of the fund’s net assets in non-investment grade municipal securities.

Hartford Municipal Opportunities I

Hartford CT 06115
Itt Hartford Group NC P O Box 2999
8008626668

Fund Overview

Category Muni National Interm
Fund Family Hartford Mutual Funds
Net Assets 1.92B
YTD Return 0.21%
Yield 3.28%
Morningstar Rating
Inception Date May 31, 2018

Fund Operations

Last Dividend 0.07
Last Cap Gain -5.00
Holdings Turnover 45.00%
Average for Category --

Fees & Expenses

Expense HHMIX Category Average
Annual Report Expense Ratio (net) 0.45% 0.68%
Prospectus Net Expense Ratio 0.45% --
Prospectus Gross Expense Ratio 0.45% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 3.56%
Max Deferred Sales Load -- 1.22%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Elizabeth J. Kleinerman, CFA, Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2021. Ms. Kleinerman joined Wellington Management in 2001 and transitioned to the fixed income team in 2004.

Morningstar Style Box

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.

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