Fixed Income

Fixed income
built for client needs.

Hartford Funds' approach has delivered attractive results.

ACTIVELY MANAGED

$531
Billion

186
Billion

in fixed-income assets managed by
world-class sub-advisers

As of 6/30/24.

OUTPERFORMANCE

83%

of our fixed-income funds
outperformed their peer averages
over the last 10 years¹

As of 9/30/24. Source: Morningstar.

LOWER EXPENSES

91%

of our fixed-income funds
have expense ratios at or below their
peer averages²

As of 9/30/24. Source: Morningstar.

HARTFORD FUNDS FIXED INCOME FUNDS PERFORMANCE
VS. THEIR MORNINGSTAR CATEGORY AVERAGES

As of 9/30/24

Outpaced its Morningstar category average

Underperformed its Morningstar category average

Click each fund name below for standardized performance

Morningstar Category/Fund Name	1-Year	5-Year	10-Year
Hartford Total Return Bond ETF
Hartford Total Return Bond Fund I
Hartford Core Bond ETF
Hartford Schroders Core Fixed Income Fund I ³
Hartford Schroders Tax-Aware Bond ETF
Hartford Schroders Tax-Aware Bond Fund I
Hartford Dynamic Bond Fund I
Hartford Strategic Income ETF ³
Hartford Strategic Income Fund I
Hartford Short Duration Fund I
Hartford World Bond Fund I
Hartford Municipal Opportunities ETF
Hartford Municipal Opportunities Fund I
Hartford Sustainable Municipal Bond Fund I
Hartford Municipal Short Duration Fund I
Hartford High Yield Fund I
Hartford Low Duration High Income Fund I³
Hartford Inflation Plus Fund I
Hartford Floating Rate Fund I
Hartford AAA CLO ETF³
Hartford Schroders Emerging Markets Multi-Sector Bond Fund I
Hartford Emerging Markets Local Debt Fund I

Past performance does not guarantee future results. ETF performance is based on net asset value. The Funds' respective Morningstar categories are the following: Intermediate Core-Plus Bond (Hartford Total Return Bond Fund and Hartford Total Return Bond ETF), Intermediate Core Bond (Hartford Core Bond ETF, Hartford Schroders Core Fixed Income Fund, Hartford Schroders Tax-Aware Bond ETF, Hartford Schroders Tax-Aware Bond Fund), Multisector Bond (Hartford Dynamic Bond Fund, Hartford Strategic Income Fund, Hartford Strategic Income ETF), Short-Term Bond (Hartford Short Duration Fund), Global Bond (Hartford World Bond Fund), Muni National Intermediate (Hartford Municipal Opportunities ETF, Hartford Municipal Opportunities Fund, Hartford Sustainable Municipal Bond Fund), Muni National Short (Hartford Municipal Short Duration Fund), High Yield Bond (Hartford High Yield Fund, Hartford Low Duration High Income Fund), Inflation-Protected Bond (Hartford Inflation Plus Fund), Bank Loan (Hartford Floating Rate Fund), Ultrashort Bond (Hartford AAA CLO ETF), Emerging Markets Bond (Hartford Schroders Emerging Markets Multi-Sector Bond Fund), Emerging-Markets Local-Currency Bond (Hartford Emerging Markets Local Debt Fund).

$531 billion in fixed-income assets under management

Began managing fixed income in 1928

270+ fixed-income investment professionals

As of 6/30/24. Firm assets include assets under management and non-discretionary assets.

$186 billion in fixed-income assets under management

Began managing fixed income in 1853

130+ fixed-income investment professionals

As of 6/30/24. Schroders refers to Schroders plc and its affiliates.

$531 billion in fixed-income assets under management

Began managing fixed income in 1928

270+ fixed-income investment professionals

As of 6/30/24. Firm assets include assets under management and non-discretionary assets.

$186 billion in fixed-income assets under management

Began managing fixed income in 1853

130+ fixed-income investment professionals

As of 6/30/24. Schroders refers to Schroders plc and its affiliates.

Featured Funds

Hartford World Bond Fund (HWDIX)

OVERALL

(as of 10/31/2024)

Overall, 5 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 5 stars, rated against 174, 174, 152 and 123 products, respectively. Morningstar Rating^TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

174 Products | Global Bond Category

Hartford Strategic Income Fund (HSNIX)

OVERALL

(as of 10/31/2024)

Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 325, 325, 270 and 189 products, respectively. Morningstar Rating^TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

325 Products | Multisector Bond Category

Hartford Schroders Tax-Aware Bond ETF (HTAB)

OVERALL

(as of 10/31/2024)

Overall, 5 stars, 3-Year, 5 stars, and 5-Year, 5 stars, rated against 431, 431 and 387 products, respectively. Morningstar Rating^TM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

431 Products | Intermediate Core Bond Category

¹ As of 9/30/24. For the 1-, 5-, and 10-year periods, 19 out of 22, 16 out of 19, and 10 out of 12 products outperformed their respective Morningstar category averages, based on Mutual Fund Class I Shares and ETFs. Only products with a minimum 1-, 5-, and 10-year history were included in this comparison. Sources: Hartford Funds and Morningstar.

² As of 9/30/24. Based on Mutual Fund Class I Shares and ETFs. Fee comparison based on Morningstar fee level-broad category groupings. Source: Hartford Funds and Morningstar.

³ Within approximately the last year, the Fund has undergone changes which may have included the fund name, objective, principal investment strategy and/or benchmark. For more details, see the applicable Fund’s prospectus.

ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.

Important Risks: Investing involves risk, including the possible loss of principal. • Fixed income security risks include credit, liquidity, call, duration, event and interest-rate risk. As interest rates rise, bond prices generally fall. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic, and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if the Fund focuses in a particular geographic region or country. • Municipal securities may be adversely impacted by state/local, political, economic, or market conditions. Investors may be subject to the federal alternative minimum tax as well as state and local income taxes. Capital gains, if any, are taxable. • Investments in high-yield (“junk”) bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. • Loans can be difficult to value and less liquid than other types of debt instruments; they are also subject to nonpayment, collateral, bankruptcy, default, extension, prepayment and insolvency risks. Diversification does not eliminate the risk of experiencing investment losses.

Fixed-Income Perspectives

Read some of our latest fixed-income market insights.

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An Uncertain Outlook Rattles Fixed-Income Markets

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Relocating the Fixed-Income Opportunity: The Case for Going Global

We see three compelling reasons why US investors should consider diversifying their fixed-income allocations globally.

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Cross Over to the Tax-Exempt Side: The Case for Munis

By getting out in front of a potential flood of cash returning to the market, investors can take advantage of pockets of value found within tax-exempt municipal bonds.

Fixed Income