Hartford Municipal Opportunities Fund (HHMIX.O)

At A Glance

You hold HHMIX.O in 0 portfolios

Net Asset Value

8.98USD

 -0.01 -0.11%

01/21/2022

Category
Short/Intermediate Tax-Exempt
YTD Return (Cumulative)
 -1.23%
Classification
Intmdt Muni Debt
5 Year Return (Annualized)
 4.23%
Lipper Index
Lipper Intmdt Muni Fd IX
Lipper Leader Profile (Overall)
Total Return
Consistent Return
Capital Preservation
Low Expense
Tax Efficiency(U.S. only)

Lipper Peer3 Risk & Returns Scanner

HHMIX.O — More Risk, More Return

Roll over fund for details

HHMIX.O outperforms 89 funds in its category for 3 Year Return, which is higher than the category median.

HHMIX.O has a higher risk than 78 other funds in its category, but its risk/return ratio is still lower than the category median.

Compare HHMIX.O to its peers...

There are Equity funds with higher returns, but they all carry higher risk.

 
 

Fees & Expenses

ShareHolder Fees

Category Range
Initial Sales FeeNone
 
Deferred Sales ChargeNone
 

Annual Operating Expenses

Management Fee0.31%
 
 
Max 12b-1 Fee RatioNone
 
Early Redemption FeeNone
 
Expense Ratio0.42
 
 

Growth of $10,000 Over 5 Years
(Before & After Fees)*

$251 in fees
$20,414 before
 
$20,163 after
*Fees were calculated assuming an initial investment of $10,000 followed by additional reinvestments of $2,500 every year for four years (with an estimated rate of return of 5 percent)

Risk Analysis (calculations as of Jan 24, 2022)

Fund or Index3Yr Annualized
Standard Deviation
Sharpe
Ratio
Based on Broad-Index
AlphaBetaR2
there is no data for this ticker

Similar Funds & ETFs

3 Mutual Funds »

YTD Return
 1.2%
3Yr Return
 3.3%
5Yr Return
 3.0%

YTD Return
 0.7%
3Yr Return
 2.6%
5Yr Return
 2.5%

YTD Return
 0.6%
3Yr Return
 2.4%
5Yr Return
 2.3%

0 ETF »

View Overview Page For