The Hartford Total Return Bond Fund Class Y (HABYX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.26
-0.02 (-0.22%)
Jan 9, 2026, 8:10 AM EST
3.00%
Fund Assets4.49B
Expense Ratio0.38%
Min. Investment$250,000
Turnover47.00%
Dividend (ttm)0.42
Dividend Yield4.56%
Dividend Growth9.03%
Payout FrequencyMonthly
Ex-Dividend DateDec 31, 2025
Previous Close9.28
YTD Returnn/a
1-Year Return7.85%
5-Year Return1.40%
52-Week Low8.53
52-Week High9.30
Beta (5Y)0.28
Holdings1663
Inception DateJul 22, 1996

About HABYX

The investment seeks a competitive total return, with income as a secondary objective. 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").

Fund Family Hartford Mutual Funds
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HABYX
Share Class Class Y
Index Bloomberg U.S. Aggregate Bond TR

Performance

HABYX had a total return of 7.85% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.02%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
ITBVXClass R60.32%
ITBFXClass F0.32%
ITBIXClass I0.38%
ITBTXClass R50.44%

Top 10 Holdings

19.41% of assets
NameSymbolWeight
10 Year Australian Treasury Bond Future Dec 25n/a2.93%
United States Treasury Notes 3.75%T.3.75 04.15.282.49%
Us Long Bond(Cbt) Mar26 Xcbt 20260320n/a1.96%
Federal National Mortgage Association 6%FNCL.6 12.111.88%
United States Treasury Notes 0.375%T.0.375 09.30.271.86%
Government National Mortgage Association 2.5%G2SF.2.5 12.121.83%
Federal National Mortgage Association 4.5%FNCI.4.5 12.111.78%
Us Ultra Bond Cbt Mar26 Xcbt 20260320n/a1.70%
B9d107zt0 Irs Usd R V 12msofr 99d107zw3 Ccpoisn/a1.54%
United States Treasury Notes 4.25%T.4.25 03.15.271.43%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 31, 2025$0.03297Jan 2, 2026
Dec 29, 2025$0.03048Dec 30, 2025
Nov 28, 2025$0.03264Dec 1, 2025
Oct 31, 2025$0.03257Nov 3, 2025
Sep 30, 2025$0.03204Oct 1, 2025
Aug 29, 2025$0.03289Sep 2, 2025
Full Dividend History