About ITBVX
The Hartford Total Return Bond Fund Class R6 is a diversified mutual fund focused on delivering a competitive total return with current income as a secondary objective. Managed by an experienced team and sub-advised by Wellington Management, the fund primarily invests in a broad portfolio of debt securities, allocating at least 70–80% of its assets to investment grade bonds while retaining flexibility to invest up to 20% in high-yield, or below investment grade, securities. The fund’s investment approach combines top-down macroeconomic analysis with bottom-up security selection by sector specialists, resulting in a portfolio with hundreds of holdings across government, agency, mortgage-backed, and corporate bonds. With an intermediate effective duration of around 6 years, the fund is designed for investors seeking moderate interest rate sensitivity and broad credit exposure. It makes monthly income distributions and maintains a low expense ratio, positioning it as a core holding for retirement accounts and institutional portfolios that prioritize stability, income, and diversified fixed income exposure in the broader bond market.
Fund Family Hartford Mutual Funds
Category Intermediate Core-Plus Bond
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ITBVX
Share Class Class R6
Index Bloomberg U.S. Aggregate Bond TR
ITBVX had a total return of -0.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 2.06%.
