About ITBRX
Hartford Total Return Bond Fund Class R3 is an open-end mutual fund focused on delivering a competitive total return, with current income as a secondary objective. As part of the intermediate core-plus bond category, the fund primarily invests at least 80% of its assets in a diversified mix of investment-grade U.S. fixed-income securities, such as government, corporate, and securitized debt. This portfolio construction allows for expanded flexibility, permitting tactical allocations to areas like high yield, emerging market debt, and non-U.S. currency exposures to enhance yield potential and diversify risk. The fund employs both top-down macroeconomic analysis and bottom-up security selection, leveraging sector specialists to strategically position the portfolio based on evolving market conditions. Sub-advised by Wellington Management, a globally recognized asset manager, the fund’s holdings are actively managed to adapt to changing interest rate environments and credit conditions. Hartford Total Return Bond Fund Class R3 plays a valuable role for investors seeking broad-based exposure to the U.S. bond market while maintaining the agility to pursue opportunities outside the core sectors within the fixed-income universe.
Fund Family Hartford Mutual Funds
Category Intermediate Core-Plus Bond
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ITBRX
Share Class Class R3
Index Bloomberg U.S. Aggregate Bond TR
ITBRX had a total return of -3.06% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.30%.
