HWDRX : The Hartford World Bond Fund Class R3

HWDRX is a Bond Market High Yield Bond with HIGH fees.

HWDRX

The Hartford World Bond Fund Class R3

FI Score

40 /100

Expense Ratio Rating

3 /10

Expense Rating

0 /10

Market Score

9 /10

Category Score

0 /10

Market Size

9 /10

40% FI Score
  • hwdrx
  • Mutual Fund
  • Bond
  • High Yield Bond

The Hartford World Bond Fund Class R3

Expenses: 1.35% (Better than 0% of similar funds)

This is a bad choice for a High Yield Bond Bond fund. See why ยป

Fund Summary

The investment seeks capital appreciation with income as a secondary goal. The fund normally invests at least 80% of its assets in a broad range of fixed income securities, including U.S. and non-U.S. government and corporate debt, mortgage-related and other asset-backed securities, loan participations, inflation-protected securities, structured securities, variable, floating, and inverse floating rate instruments and preferred stock. It will invest at least 75% of its net assets in investment grade debt securities; however, the fund has the ability to invest up to 50% of its net assets in securities rated below investment grade. It is non-diversified.

Largest Holdings

Amount Holding
6.16% Canada (Government of) 2.25%
5.57% 5 Year Treasury Note Future June 20
4.68% 2 Year Treasury Note Future June 20
2.99% Us Ultra Bond Cbt Jun20 Xcbt 20200619
2.83% Kommuninvest I Sve 1%
2.65% United States Treasury Notes 0.12%
2.35% Norway (Kingdom Of) 1.38%
2.20% United States Treasury Notes 0.38%
2.16% The Republic of Korea 2.25%
1.95% Canada (Government of) 2%
1.87% United States Treasury Notes 1.75%
1.67% The Republic of Korea 1.38%
1.64% Australia (Commonwealth of) 4.75%
1.60% United States Treasury Notes 2.25%
1.53% Ontario (Province Of) 1.95%
1.26% Canada Housing Trust No.1 2.35%
1.25% Australia (Commonwealth of) 3%
1.15% Kommuninvest I Sverige AB 1%
1.14% New Zealand (Government Of) 1.5%
1.13% New Zealand (Government Of) 2.75%
1.13% Australia (Commonwealth of) 2.75%

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo