About HABCX
Hartford Total Return Bond Fund Class C is an open-end mutual fund that primarily targets a competitive total return, prioritizing high current income with a secondary focus on capital appreciation. Managed by Hartford Funds Management and sub-advised by Wellington Management Company, the fund diversifies across a wide spectrum of debt securities. It principally invests at least 70-80% of its assets in investment-grade bonds, which include government, corporate, mortgage-related, asset-backed, and supranational issuer securities. A portion—up to 20%—of the portfolio may be allocated to high-yield (non-investment grade) bonds to enhance income potential. The fund is managed with a blend of top-down macroeconomic views and bottom-up security selection, enabling dynamic sector allocation based on both global trends and security-specific analysis. Categorized as an intermediate core-plus bond fund, it typically maintains an intermediate average maturity profile, making it suitable for investors seeking broad exposure to core fixed income markets with tactical flexibility. The fund plays a significant role in providing diversification, income generation, and relative stability within investor portfolios, with a notably broad asset base and exposure to over 1,600 holdings across diverse issuers.
Fund Family Hartford Mutual Funds
Category Intermediate Core-Plus Bond
Performance Rating Low
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol HABCX
Share Class Class C
Index Bloomberg U.S. Aggregate Bond TR
HABCX had a total return of -3.46% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.66%.
