About HSDIX
Hartford Short Duration Fund Class I is an actively managed mutual fund focused on generating current income with a secondary goal of long‑term total return. The strategy concentrates on bonds with **short effective duration**, seeking to moderate interest‑rate sensitivity while maintaining diversified credit exposure. The portfolio spans investment‑grade corporates, asset‑backed and mortgage‑backed securities, bank loans, and a measured allocation to high yield, within guidelines that allow meaningful flexibility across securitized and corporate credit markets. As of its latest report, the fund held hundreds of issues and issuers, reflecting broad diversification and liquidity management, and maintained an effective duration of roughly two years with monthly distributions. The approach positions the fund within the **short‑term bond** segment, aiming to balance income potential with lower duration risk relative to core bond funds. Its role in the market is to serve investors seeking a professionally managed, multi‑sector short-duration fixed income allocation that emphasizes credit research, diversified securitized exposure, and disciplined risk controls across varying interest‑rate environments.
Fund Family Hartford Mutual Funds
Category Short-Term Bond
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol HSDIX
Share Class Class I
Index Bloomberg 1-3 Y Government/Credit TR
HSDIX had a total return of 6.63% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.77%.
