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7.83
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- Morningstar Rating:
- Total Assets: 571.74M
Hartford Floating Rate I
7.83
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- Overview
- Profile
- Historical Data
- Holdings
Hartford Floating Rate Fund Class I Overview
On this page you'll find an in-depth profile of Hartford Floating Rate Fund Class I. Learn about the key management, total assets, investment strategy and contact information of HFLIX among other information.
Investment Strategy
The investment seeks to provide high current income, and long-term total return. The fund normally invests at least 80% 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 ("Wellington Management"). The fund may invest up to 25% of its net assets in loans of foreign Borrowers and securities of foreign issuers, and up to 10% of its net assets in foreign loans or securities that are denominated in a foreign currency.
Contact Information
Address
430 W 7th Street, Suite 219060
Kansas City,MO 64105-1407
United States
Kansas City,MO 64105-1407
United States
Phone
+1 8888437824
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Jeffrey W. Heuer | Managing Director | 2017 | Now |
| Biography | Jeffrey W. Heuer, CFA, is Managing Director and Fixed Income Portfolio Manager of Wellington Management. Mr. Heuer joined Wellington Management as an investment professional in 2001, and has covered high yield bonds in the retail and supermarket, gaming, lodging, tobacco, textiles, and restaurant sectors. Prior to joining Wellington Management, Mr. Heuer worked as a leveraged loan analyst at CypressTree Investment Management, where he analyzed credits in the consumer products, textiles, cyclicals, and telecommunications industries (1999 – 2001). Mr. Heuer also held several credit analysis and lending positions at the former Chase Manhattan Bank and its predecessor organizations (1989 – 1998). Mr. Heuer received his MBA, with distinction, from the University of Pennsylvania (Wharton, 1994) and his BA from Williams College (1989). Additionally, Mr. Heuer holds the Chartered Financial Analyst designation. | ||
| David B. Marshak | Assistant Portfolio Manager | 2017 | Now |
| Biography | David B. Marshak, Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been a portfolio manager since 2017 and has been involved in securities analysis since 2012. Mr. Marshak joined Wellington Management as an investment professional in 2004. | ||
| Michael J. Bacevich | Managing Director | 2005 | 2019 |
| Biography | Michael J. Bacevich, Managing Director and Fixed Income Portfolio Manager of Wellington Management. As a bank loan portfolio manager, Mike's primary focus is managing Wellington Management's subadvised bank loan mutual funds. He is also a member of the High Yield Strategy Group. Prior to joining the firm in 2012, Mike was a managing director and senior bank loan portfolio manager for Hartford Investment Management, where he managed the firm's mutual fund, insurance, and institutional loan assets (2004 —2012). He began his bank loan career in 1988 working for several banks and investment firms before joining Hartford Investment Management. Mike earned his MBA in finance from the University of Chicago (1988) and his BS from the United States Military Academy at West Point (1981). | ||
| Francesco Ossino | Senior Managing Director | 2007 | 2012 |
| Biography | Mr. Ossino is a senior managing director, senior portfolio manager, and sector head of the bank loan asset class at Newfleet. Before joining Newfleet in 2012, Mr. Ossino worked at Hartford Investment Management as a bank loan portfolio manager from 2004 to 2012, primarily focused on mutual fund portfolios and a commingled bank loan portfolio for institutional investors. He began his investment career in 1996. He received a BS in economics from Brandeis University and an MS in international economics and finance from Brandeis University and Luigi Bocconi University in Italy. | ||
| John Conner | Vice President, credit Research Analyst | 2005 | 2007 |
| Biography | Conner is vice president and credit research analyst at Hartford Investment Management. Prior to joining Hartford, Conner was the managing director at CIGNA Investments, Inc. | ||
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