About ITBIX
The Hartford Total Return Bond Fund Class I is a mutual fund designed to provide investors with a competitive total return, emphasizing current income as a secondary objective. This fund primarily invests in a diversified portfolio of investment-grade debt securities, typically allocating at least 70–80% of assets to bonds rated investment grade, with the flexibility to allocate a limited portion to securities below investment grade. Managed using a blend of top-down macroeconomic perspective and bottom-up security selection, the fund leverages both broad market analysis and sector-specific expertise.
The fund spans a wide range of issuers and sectors, with over 1,600 individual holdings, aiming to deliver consistent performance and risk-adjusted income. Its portfolio generally maintains an intermediate duration profile, balancing sensitivity to interest rate changes with income objectives. Monthly dividend distributions enhance its appeal to income-seeking investors. The fund’s active management and collaboration with leading sub-advisers such as Wellington Management highlight its commitment to thoughtful, research-driven bond selection.
With a substantial asset base and a long-standing market presence since 1996, the Hartford Total Return Bond Fund Class I plays a significant role for investors seeking diversified fixed income exposure within the U.S. bond market.
Fund Family Hartford Mutual Funds
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ITBIX
Share Class Class I
Index Bloomberg U.S. Aggregate Bond TR
ITBIX had a total return of -0.95% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.98%.
