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Hartford Schroders Tax-Aware Bond A (STWVX)

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Hartford Schroders Tax-Aware Bond A

Hartford CT 06104-2999

P O Box 2999

Hartford Mutual Funds II Inc

Management information
Neil G. Sutherland,Lead manager since 2 October 2011
Neil Sutherland is a generalist portfolio manager on the US Multi-Sector Fixed Income team. He is also a portfolio manager for the Hartford Schroders Tax-Aware Bond Fund, Hartford Schroders Tax-Aware Bond ETF, Hartford Schroders Core Fixed Income Fund, Schroder ISF US Dollar Bond Fund, Schroder ISF Sustainable US Dollar Short Duration Bond fund and Schroder ISF US Dollar Liquidity fund. In this role, Neil has portfolio management responsibilities for the entire spectrum of US Multi-Sector strategies ranging from tax-exempt to tax-aware and from short to long duration. Neil joined Schroders in 2013 following the acquisition of STW, where he had worked since 2008 as a principal and portfolio manager. Prior to that, he was a senior fixed income portfolio manager at AXA Investment Managers from 2001 to 2008 in the UK. Neil has been a portfolio manager for over 25 years and has worked in both the UK and the US. Neil is a frequent contributor to various financial publications, including Bloomberg, Reuters and Investor’s Business Daily. Neil is based in New York.
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIntermediate Core Bond
Fund familyHartford Mutual Funds
Net assets1.22B
YTD return-0.80%
Yield3.22%
Morningstar rating★★★★★
Inception date2 Oct 2011

Fund operations

Last dividend0.11
Last cap gain-12.00
Holdings turnover98.00%
Average for categoryN/A

Fees and expenses

ExpenseSTWVXCategory average
Annual report expense ratio (net)0.50%0.61%
Prospectus net expense ratio0.50%N/A
Prospectus gross expense ratio0.61%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A3.78%
Max deferred sales loadN/A1.18%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A