ITBVX : The Hartford Total Return Bond Fund Class R6

ITBVX is a Bond Market Total US Bond Market with LOW fees.

ITBVX

The Hartford Total Return Bond Fund Class R6

FI Score

78 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

7 /10

Category Score

10 /10

Market Size

7 /10

78% FI Score
  • itbvx
  • Mutual Fund
  • Bond
  • Total US Bond Market

The Hartford Total Return Bond Fund Class R6

Expenses: 0.34% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why ยป

Fund Summary

The investment seeks a competitive total return, with income as a secondary objective. The fund invests at least 80% of its assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as "junk bonds").

Largest Holdings

Amount Holding
7.00% 2 Year Treasury Note Future June 20
4.47% Federal National Mortgage Association 2.5%
3.72% Federal National Mortgage Association 3%
2.36% Government National Mortgage Association 2.5%
2.36% United States Treasury Bonds 3.38%
2.34% United States Treasury Bonds 3.12%
2.08% 5 Year Treasury Note Future June 20
2.04% 10 Year Treasury Note Future June 20
1.82% Federal National Mortgage Association 3.5%
1.38% Government National Mortgage Association 2.5%
1.11% United States Treasury Notes 2.88%
1.04% Government National Mortgage Association 4%
1.02% United States Treasury Notes 2.38%
1.02% Government National Mortgage Association 3.5%
0.96% United States Treasury Bonds 2.88%
0.94% Government National Mortgage Association 3%
0.92% United States Treasury Notes 2.62%
0.86% Government National Mortgage Association 3%
0.82% United States Treasury Notes 1.62%
0.79% Federal National Mortgage Association 4.5%
0.73% Federal National Mortgage Association 2.5%
0.71% United States Treasury Bonds 3.12%
0.70% United States Treasury Bonds 2.5%

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