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Hartford Total Return Bond R3 (ITBRX)
9.23
-0.06
(-0.65%)
At close: 6:06:14 PM EDT
Fund Summary
The fund invests at least 80% of its assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as "junk bonds").
Hartford Total Return Bond R3
Hartford CT 06115
Itt Hartford Group NC P O Box 2999
Fund Overview
| Category | Intermediate Core-Plus Bond |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 4.39B |
| YTD Return | 2.44% |
| Yield | 3.60% |
| Morningstar Rating | |
| Inception Date | Jul 31, 1998 |
Fund Operations
| Last Dividend | 0.09 |
| Last Cap Gain | -12.00 |
| Holdings Turnover | 47.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | ITBRX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 1.04% | 0.75% |
| Prospectus Net Expense Ratio | 1.04% | -- |
| Prospectus Gross Expense Ratio | 1.04% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 3.74% |
| Max Deferred Sales Load | -- | 1.41% |
| 3 Yr Expense Projection | 0 | -- |
| 5 Yr Expense Projection | 0 | -- |
| 10 Yr Expense Projection | 0 | -- |
Management Information
Joseph F. Marvan, Lead Manager since March 01, 2012
Joseph F. Marvan, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager of the Fund since 2012. Mr. Marvan joined Wellington Management as an investment professional in 2003. Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios.
Prior to joining Wellington Management, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996).
Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute. Morningstar Style Box
Morningstar Style Box Information Not Available
Morningstar Category
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