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Fund Research for Hartford Short Duration A (HSDAX)

  • Fund Overview

    Fund Inception Date: Oct 31, 2002
    Category: Short-Term Bond
    Overall Risk: Below Average
    Fund Family: Hartford Mutual Funds
    Return Since Inception: 3.16%
    YTD Return: 1.78%
    Yield (TTM): 3.22%
    Net Assets: 159.09 M
    Morningstar Rating:
    2 of 5
    The investment seeks to provide current income and long-term total return. The fund normally invests at least 80% of total assets in “investment grade” securities. It can invest up to 25% of total assets in securities of foreign issuers, and trade securities actively. The fund can invest up to 15% of total assets in bank loans or loan participation interests in secured or unsecured variable, fixed or floating rate loans to U.S. and foreign corporations, partnerships and other entities. The Fund may invest up to 5% of total assets in dollar-denominated investment grade securities of issuers located in countries with emerging economies or securities markets.

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    Details
    Average Eff Duration 1.47 Yrs
    Average Eff Maturity 1.95 Yrs
    Average Credit Quality A
    Morningstar Rating as of 02/28/2010
    YTD Returns as of 03/09/2010    		 Style Box Detail calculations do not include the fund's short positions (if any)

  • Fund Performance

    10 year Growth Chart
    Growth of $10,000 from 10/31/2002 to 02/28/2010
    Mouseover the chart to see values for each month.

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    Total Annualized Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Fund 1.78% 10.86% 3.31% 3.40% — 3.16%
    +/- Category 0.46% 0.10% -0.22% -0.17% — —
    +/- Barclays US Aggregate Bond TR USD — — — — 6.44% —

    Standardized Annual Returns

    YTD 1 year 3 year 5 year 10 year Since Inception
    Month (as of 02/28/2010) -0.54% 8.19% 2.53% 2.91% — 2.88%
    Quarter (as of 12/31/2009) 7.90% 7.90% 2.40% 2.59% — 2.73%
    Fund and Category YTD, 1yr, 3yr and 5yr Returns as of 03/09/2010
    Index YTD,1yr, 3ys and 5yr Returns as of 03/09/2010 10 yr and Since Inception Returns as of 02/28/2010
    Inception Date: 10/31/2002
    Ratings are based on risk-adjusted performance.
    View Total Returns

  • Fund Portfolio Profile

    Sector Breakdown

    Stocks
    US Government 0.78%
    Mortgage 9.40%
    Credit 51.76%
    Foreign 19.14%
    Cash —
    Bond Quality
    AAA 23.72%
    AA 21.43%
    A 25.08%
    BBB 26.43%
    BB 0.05%
    B 0.00%
    Below B 0.11%
    Not Rated 3.17%

    Asset Allocation

    Short Long Net Assets
    Cash — 18.13% 18.13%
    Stocks — 0.00% 0.00%
    Bonds — 81.20% 81.20%
    Other — 0.00% 0.00%
    Foreign Stocks
    (as a % of assets)    		 — 0.00% 0.00%
    Data as of 12/31/2009 Data as of 01/31/2010 View Fund Portfolio

    Top 10 Holdings

    Maturity Date Total Holdings Value of Holdings Net Assets
    * Deutsche Bk Ag N Y Instl Ctf 01/19/2012 4 M 4 M 1.32%
    * Transocean, Inc. 02/09/2010 4 M 4 M 1.32%
    * Devon Energy Corp. 02/03/2010 3.9 M 3.9 M 1.28%
    * Bnp Paribas 02/01/2010 3.77 M 3.77 M 1.24%
    * Safeway, Inc. 02/01/2010 3.68 M 3.67 M 1.21%
    * Bk Nova Scotia Halifax 2.25% 01/22/2013 3 M 3.03 M 1.00%
    * Citigroup Fdg Inc Fdic Tlgp FRN 04/30/2012 3 M 3.03 M 0.99%
    * Blackrock 2.25% 12/10/2012 3 M 3.01 M 0.99%
    * Bk Tokyo-Mitsubishi Ltd N Y 144A 2.6% 01/22/2013 3 M 3.01 M 0.99%
    * Dexia Cr Loc Societe Anonyme 144A FRN 01/12/2012 3 M 3 M 0.99%
    + Increase - Decrease = No change * New since last portfolio
    Data as of 01/31/2010
    Top 10 holdings account for the fund's short positions (if any). Net short positions appear shaded.
    View Fund Portfolio

  • Sales Information

    Sales Charge %

    Initial 2.00%
    Deferred —
    Taken from prospectus dated 03/01/2010
    Expense Ratio (based on net assets) 0.90%
    Taken from annual report dated 10/31/2009

  • Fund Management