Hartford Schroders Core Fixed Income R3
Hartford CT 06104-2999
P O Box 2999
Hartford Mutual Funds II Inc
管理資訊
Neil G. Sutherland,自 2018年1月30日 起的牽頭經辦人
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.
晨星風格箱
Yahoo 與領先的市場研究和投資數據集團晨星合作，幫助投資者評分和比較 Yahoo 財經上的基金。晨星類別是根據基金的相關證券而識別基金的投資焦點，並會顥示在晨星風格箱旁邊。
晨星類別
雖然基金招股書所述的投資目標可能會或不會反映實際的基金投資狀況，但晨星類別會根據每個投資組合中的相關證券作分配。晨星類別幫助投資者和投資專業人士作出有意義的基金比較。這些類別讓投資者更容易建立多樣化的投資組合、評估潛在風險，並找出表現最好的基金。我們根據過去三年的投資組合統計數據和成分將基金歸類。如果沒有過往投資組合的新成立的基金，我們在分配一個永久類別前，會先預測該基金的類別。必要時，我們可能會根據投資組合最新的變化來更改類別分配。
基金總覽
類別Intermediate Core Bond
基金家族Hartford Mutual Funds
淨資產84.74M
本年度至今日回報-3.76%
收益率3.94%
晨星評級★★★
成立日期2020年6月28日
基金運作
上次股息0.10
上次資本增益-22.00
持股週轉率104.00%
組別平均無
費用與支出
支出HSACX類別平均
年報支出比率 (淨值)0.40%0.61%
招股書淨支出比率0.40%無
招股書總支出比率0.58%無
最高 12b1 費用無無
最高首次認購費無3.78%
最高遞延銷售費用無1.18%
3 年支出預測0無
5 年支出預測0無
10 年支出預測0無
