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Hartford Mutual Funds II Inc - Schroders Securitized Income Fund (HITFX)

9.14 0.00 (0.00%)
At close: November 21 at 8:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 2.58%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Feb 28, 2023) 1.59%
Worst 1Y Total Return (Feb 28, 2023) --
Best 3Y Total Return 1.59%
Worst 3Y Total Return -0.89%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
HITFX
Category
YTD
2.58%
0.44%
1-Month
0.35%
0.02%
3-Month
3.07%
0.56%
1-Year
-1.10%
2.65%
3-Year
-0.52%
3.38%
5-Year
0.00%
2.40%
10-Year
0.00%
2.01%
Last Bull Market
3.44%
2.63%
Last Bear Market
-1.93%
-0.33%

Annual Total Return (%) History

Year
HITFX
Category
2022
-4.89%
--
2021
1.59%
--
2020
0.76%
3.81%
2019
--
4.72%

Past Quarterly Returns

YearQ1Q2Q3Q4
2022 -2.32% -1.93% -1.46% 0.75%
2021 0.93% 0.78% 0.07% -0.19%
2020 -8.76% 6.51% 2.27% 1.39%
2019 0.93% 0.69% 0.43% --

Rank in Category (By Total Return)

YTD 3
1-Month 1
3-Month 3
1-Year 8
3-Year 44
5-Year --

Load Adjusted Returns

1-Year -1.10%
3-Year -0.52%
5-Year --
10-Year --

Performance & Risk

YTD Return 2.58%
5y Average Return 0.00%
Rank in Category (ytd) 3
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.36
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family Hartford Mutual Funds
Net Assets 14.94M
YTD Return 2.58%
Yield 4.53%
Morningstar Rating
Inception Date Feb 28, 2019

Fund Summary

The fund seeks to achieve its investment objective by investing in U.S. and foreign fixed and floating rate securitized credit instruments. It will invest at least 80% of its assets in such securitized credit instruments. The fund may invest in securities of any maturity or duration, the manager normally expects to maintain a dollar weighted average duration of 3 years or less. It may invest in mortgage-related high-yield instruments rated below investment grade. The fund may invest up to 25% of its net assets in non-U.S. securities.

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