Hartford Total Return Bond F (ITBFX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.16
-0.01 (-0.11%)
Oct 31, 2025, 8:30 AM EST
-0.11%
Fund Assets4.50B
Expense Ratio0.32%
Min. Investment$0.00
Turnover47.00%
Dividend (ttm)0.39
Dividend Yield4.26%
Dividend Growth-4.16%
Payout FrequencyMonthly
Ex-Dividend DateOct 31, 2025
Previous Close9.17
YTD Return4.00%
1-Year Return3.35%
5-Year Return-3.68%
52-Week Low8.76
52-Week High9.24
Beta (5Y)n/a
Holdings1637
Inception DateFeb 28, 2017

About ITBFX

Hartford Total Return Bond Fund Class F is a mutual fund focused on delivering a high level of current income while maintaining a competitive total return. It primarily invests in debt securities, allocating at least 70% of its portfolio to investment grade bonds, and may invest up to 20% in high-yield, below-investment-grade securities. The fund spans sectors across the broad U.S. investment grade fixed income universe, including government, corporate, and securitized bonds, with active tactical allocations to income-focused sectors. Managed by an experienced team leveraging both top-down macroeconomic perspectives and bottom-up security selection, it provides diversified exposure with over 1,600 holdings. Classified as an intermediate core-plus bond fund, it offers monthly dividends and appeals to investors seeking moderate risk and income within a diversified fixed income portfolio. The fund’s strategy and scale underscore its role as a core bond holding, aiming to provide stability and income in a multi-asset investment approach.

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

Performance

ITBFX had a total return of 3.35% in the past year, including dividends. Since the fund's inception, the average annual return has been 2.00%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

SymbolProviderNameExpense Ratio
FGBPXFidelityFidelity Advisor Investment Gr Bd I0.50%
FSMTXFidelityFidelity SAI Total Bond0.29%
FGBCXFidelityFidelity Advisor Investment Gr Bd C1.52%
FGBTXFidelityFidelity Advisor Investment Gr Bd M0.74%
FTKFXFidelityFidelity Total Bond K60.30%

Other Share Classes

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

SymbolShare ClassExpense Ratio
ITBVXClass R60.32%
HABYXClass Y0.38%
ITBIXClass I0.38%
ITBTXClass R50.44%

Top 10 Holdings

21.68% of assets
NameSymbolWeight
Federal National Mortgage Association 5.5%FNCL.5.5 10.112.90%
10 Year Government of Canada Bond Future Dec 25n/a2.61%
United States Treasury Notes 3.75%T.3.75 04.15.282.56%
10 Year Australian Treasury Bond Future Dec 25n/a2.36%
Federal National Mortgage Association 5.5%FNCL.5.5 11.112.24%
Ultra 10 Year US Treasury Note Future Dec 25n/a1.94%
United States Treasury Notes 0.375%T.0.375 09.30.271.90%
Government National Mortgage Association 2.5%G2SF.2.5 10.121.80%
Us Ultra Bond Cbt Dec25 Xcbt 20251219n/a1.75%
Federal National Mortgage Association 5%FNCL.5 10.111.61%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Oct 31, 2025$0.03259Nov 3, 2025
Sep 30, 2025$0.03197Oct 1, 2025
Aug 29, 2025$0.03281Sep 2, 2025
Jul 31, 2025$0.03215Aug 1, 2025
Jun 30, 2025$0.03262Jul 1, 2025
May 30, 2025$0.03208Jun 2, 2025
Full Dividend History