About ITBUX
The Hartford Total Return Bond Fund Class R4 is an open-ended mutual fund classified within the intermediate core-plus bond category. Its primary purpose is to deliver a competitive total return for investors, with a secondary focus on generating income through monthly distributions. The fund is broadly diversified, holding over 1,600 fixed-income securities and managing assets totaling approximately $4.5 billion. It invests at least 80% of its portfolio in investment-grade debt, including U.S. government, corporate, and securitized bonds, while also maintaining flexibility to allocate up to 20% of assets to high-yield or non-U.S. sectors to enhance returns. Portfolio management combines a top-down macroeconomic perspective with bottom-up security selection, leveraging sector specialists and strategic allocations. The fund’s benchmark is the Bloomberg U.S. Aggregate Bond Index, and it typically maintains a duration in line with intermediate-term risk profiles. Managed by Hartford Funds in partnership with Wellington Management, this fund plays a significant role for investors seeking diversified exposure to U.S. fixed-income markets with the added ability to tactically access select non-core bond sectors.
Fund Family Hartford Mutual Funds
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ITBUX
Share Class Class R4
Index Bloomberg U.S. Aggregate Bond TR
ITBUX had a total return of -2.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.60%.
