The Hartford Floating Fund Quote
| HFLYX Fund | USD 7.78 0.00 0.00% |
Performance20 of 100
| Odds Of DistressLess than 15
|
The Hartford is trading at 7.78 as of the 3rd of December 2024; that is No Change since the beginning of the trading day. The fund's open price was 7.78. The Hartford has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for The Hartford Floating are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2023 and ending today, the 3rd of December 2024. Click here to learn more.
The fund normally invests at least 80 percent of its assets in below-investment-grade variable or floating rate loans and floating rate securities selected by the sub-adviser, Wellington Management Company LLP . The fund may invest up to 25 percent of its net assets in loans of foreign Borrowers and securities of foreign issuers, and up to 10 percent of its net assets in foreign loans or securities that are denominated in a foreign currency.. More on The Hartford Floating
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Bank Loan Funds, Bank Loan, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Floating [HFLYX] is traded in USA and was established 3rd of December 2024. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Bank Loan category and is part of Hartford Mutual Funds family. This fund currently has accumulated 1.38 B in assets under management (AUM) with no minimum investment requirementsHartford Floating is currently producing year-to-date (YTD) return of 7.59% with the current yeild of 0.09%, while the total return for the last 3 years was 5.12%.
Check The Hartford Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Floating Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Floating Mutual Fund Constituents
| BKLN | Invesco Senior Loan | Etf | Bank Loan |
The Hartford Top Holders
| FLOAX | Power Floating Rate | Mutual Fund | Nontraditional Bond | |
| FLOCX | Power Floating Rate | Mutual Fund | Nontraditional Bond | |
| FLOTX | Power Floating Rate | Mutual Fund | Nontraditional Bond |
Hartford Floating Risk Profiles
| Mean Deviation | 0.0722 | |||
| Standard Deviation | 0.1367 | |||
| Variance | 0.0187 | |||
| Risk Adjusted Performance | 0.1529 |
The Hartford Against Markets
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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