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Hartford Short Duration I (HSDIX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford Short Duration I (HSDIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Hartford Short Duration I Fund (HSDIX) ManagerFund Manager - Timothy E. Smith

Fund Manager Information

Fund Manager Tenure: 6.6 years
Similar Funds: HSDAX  HSDBX  HSDCX  HSDYX 
Fund Family: Hartford Mutual Funds
Fund Category: Short-Term Bond
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of Hartford Short Duration I Fund (HSDIX) ProfileHartford Short Duration I Fund (HSDIX) Profile

Fund Profile and Description

Hartford Short Duration I Fund seeks to provide current income and long-term total return. Hartford Short Duration I Fund normally invests at least 80% of total assets in “investment grade” securities. It can invest up to 25% of total assets in securities of foreign issuers, and trade securities actively. Hartford Short Duration I Fund can invest up to 15% of total assets in bank loans or loan participation interests in secured or unsecured variable, fixed or floating rate loans to U.S. and foreign corporations, partnerships and other entities. The Fund may invest up to 5% of total assets in dollar-denominated investment grade securities of issuers located in countries with emerging economies or securities markets.

 

Hartford Short Duration I (HSDIX) Fund Strength What we like about Hartford Short Duration I (HSDIX) Fund

Data for Hartford Short Duration I Fund (HSDIX) as of May 30, 2016

  • Hartford Short Duration I Fund (HSDIX) management has been with Hartford Short Duration I Fund for 6.6 years
  • Hartford Short Duration I Fund (HSDIX) has good short-term performance (1-year return 1.36% vs 0.74% Short-Term Bond category median performance)
  • Hartford Short Duration I Fund (HSDIX) has good mid-term performance (3-year return 1.56% vs 0.93% Short-Term Bond category median performance)
  • Hartford Short Duration I Fund (HSDIX) has good Long-term performance (5-year return 2.08% vs 1.38% Short-Term Bond category median performance)
  • Hartford Short Duration I Fund (HSDIX) ratio of up-years vs down years is greater than 2
  • Hartford Short Duration I Fund (HSDIX) has a Morningstar rating of 4 and above
  • Hartford Short Duration I Fund (HSDIX) has an annual stock turnover rate of 31.00% vs Short-Term Bond average of 64.39%. It is good that Hartford Short Duration I management does not trade extensively for its return.
  • Hartford Short Duration I Fund (HSDIX) is less volatile than its peers as it has a 3-year Standard Deviation of 1.25, lower than category average of 1.36
  • Hartford Short Duration I Fund (HSDIX) has a lower expense ratio than its Short-Term Bond average: 0.54% vs 0.80%
  • Hartford Short Duration I Fund (HSDIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Hartford Short Duration I Fund (HSDIX) Weakness What we are cautious about Hartford Short Duration I (HSDIX) Fund

Data for Hartford Short Duration I Fund (HSDIX) as of May 30, 2016

See Hartford Short Duration I Fund (HSDIX) performance details as of May 30, 2016

 

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Compare Hartford Short Duration I Fund (HSDIX)Compare with other top Short-Term Bond category mutual funds

Aadditional top Short-Term Bond mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford Short Duration I2.031.361.562.08
Principal Short-Term Income R5 (PSIQX)1.481.141.271.77Compare
Morgan Stanley Inst Limited Duration I (MPLDX)3.682.861.941.90Compare
JPMorgan Limited Duration Bd Sel (HLGFX)0.710.691.202.28Compare

See top fund managers for Short-Term Bond Category Funds

 

Compare Hartford Short Duration I Fund (HSDIX)Compare with Short-Term Bond category ETFs

Some Short-Term Bond ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard Short-Term Bond ETF (BSV)1.45%1.38%1.31%
iShares 1-3 Year Credit Bond (CSJ)1.33%1.29%1.11%
SPDR Barclays Short Term Corp Bd ETF (SCPB)000
Vanguard Short-Term Corporate Bond ETF (VCSH)000

 

Graph of Hartford Short Duration I Fund (HSDIX) Net Asset TrackingHartford Short Duration I (HSDIX) Fund Net Asset

Track net asset change of Hartford Short Duration I fund (HSDIX)

DateNet Asset
05/2016$859.14M
03/2016$864.71M
02/2016$864.21M
More historic net asset information on Hartford Short Duration I Fund (HSDIX)

  

Graph of Hartford Short Duration I Fund (HSDIX) Portfolio TrackingHartford Short Duration I (HSDIX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford Short Duration I fund (HSDIX)

DateCashStockBondOther
04/20164.05%0%88.43%5.12%
02/20168.19%0%85.86%4.15%
01/20169.52%0%84.94%3.71%
Click here to see more historic asset allocation information on Hartford Short Duration I Fund (HSDIX)

 

graph of Hartford Short Duration I Fund (HSDIX) Top 10 Position TrackingTop 10 Holdings in Hartford Short Duration I (HSDIX) Fund

Discover what Hartford Short Duration I Fund (HSDIX) manager is buying

Apr 29, 2016
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [12.38%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [12.04%]
FNMA 1.375% [4.92%]
FHLMC 0.875% [1.72%]
FHLMC 3% [1.2%]
Fannie Mae Single Family TBA 3% 2031-05-01 [0.84%]
FNMA 3.5% [0.8%]
Fannie Mae Single Family TBA 3.5% 2031-05-01 [0.68%]
FNMA 3% [0.57%]

Feb 28, 2016
Us 2yr Note (Cbt) Jun16 Xcbt 20160630 [12.07%]
Us 5yr Note (Cbt) Jun16 Xcbt 20160630 [9.95%]
FHLMC 0.875% [6.97%]
FNMA 1.375% [4.79%]
Fannie Mae Single Family TBA 3% 2031-03-01 [0.81%]
FNMA 3.5% [0.8%]
FNMA 3% [0.8%]
Fannie Mae Single Family TBA 3.5% 2031-03-01 [0.66%]
Bk Amer 2.6% [0.56%]
Us 10yr Note (Cbt)jun16 Xcbt 20160621 [0.5%]

Jan 30, 2016
Us 2yr Note (Cbt) Mar16 Xcbt 20160331 [13.32%]
Us 5yr Note (Cbt) Mar16 Xcbt 20160331 [9.7%]
FHLMC 0.875% [5.25%]
FNMA 1.375% [4.74%]
Fannie Mae Single Family TBA 3% 2031-02-01 [0.81%]
FNMA 3.5% [0.8%]
FNMA 3% [0.8%]
Fed Natl Mort Assc 3.5% [0.65%]
Bk Amer 2.6% [0.56%]
Magnetite Ix Ltd 2014-9 FRN [0.5%]
Click here for Stock Holding Change Map in Hartford Short Duration I Fund (HSDIX)

  

Latest News on Hartford Short Duration I (HSDIX) Fund

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Hartford Short Duration I Fund (HSDIX) Related ResourcesSee more information on Hartford Short Duration I (HSDIX) Fund

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