THE HARTFORD STRATEGIC INCOME FUND
Name
As of 04/24/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
Vitals
YTD Return
0.0%
1 yr return
4.8%
3 Yr Avg Return
-2.0%
5 Yr Avg Return
1.9%
Net Assets
$2.31 B
Holdings in Top 10
23.9%
52 WEEK LOW AND HIGH
Expenses
OPERATING FEES
Expense Ratio 1.64%
SALES FEES
Front Load N/A
Deferred Load 1.00%
TRADING FEES
Turnover 52.00%
Redemption Fee N/A
Min Investment
Standard (Taxable)
$2,000
IRA
N/A
Fund Classification
Fund Type
Open End Mutual Fund
Name
As of 04/24/2024Price
Aum/Mkt Cap
YIELD
Exp Ratio
Watchlist
HSNCX - Profile
Distributions
- YTD Total Return 0.0%
- 3 Yr Annualized Total Return -2.0%
- 5 Yr Annualized Total Return 1.9%
- Capital Gain Distribution Frequency Annually
- Net Income Ratio 2.14%
- Dividend Yield 4.5%
- Dividend Distribution Frequency Monthly
Fund Details
-
Legal NameTHE HARTFORD STRATEGIC INCOME FUND
-
Fund Family NameHARTFORD FUNDS
-
Inception DateMay 31, 2007
-
Shares OutstandingN/A
-
Share ClassC
-
CurrencyUSD
-
Domiciled CountryUS
-
ManagerCampe Goodman
Fund Description
HSNCX - Performance
Return Ranking - Trailing
Period | HSNCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.0% | -12.9% | 7.9% | 61.34% |
1 Yr | 4.8% | -10.4% | 22.6% | 42.55% |
3 Yr | -2.0%* | -17.7% | 18.1% | 83.39% |
5 Yr | 1.9%* | -13.6% | 14.7% | 51.32% |
10 Yr | 2.3%* | -13.6% | 6.5% | 48.96% |
* Annualized
Return Ranking - Calendar
Period | HSNCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 3.2% | -12.0% | 15.7% | 41.40% |
2022 | -16.5% | -31.8% | 18.4% | 78.86% |
2021 | -3.9% | -26.6% | 25.7% | 86.54% |
2020 | 7.9% | -49.2% | 18.7% | 2.49% |
2019 | 7.2% | -35.1% | 15.3% | 19.47% |
Total Return Ranking - Trailing
Period | HSNCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
YTD | 0.0% | -12.9% | 7.9% | 61.34% |
1 Yr | 4.8% | -10.4% | 22.6% | 42.55% |
3 Yr | -2.0%* | -17.7% | 18.1% | 83.39% |
5 Yr | 1.9%* | -13.6% | 14.7% | 51.32% |
10 Yr | 2.3%* | -13.6% | 6.5% | 48.96% |
* Annualized
Total Return Ranking - Calendar
Period | HSNCX Return | Category Return Low | Category Return High | Rank in Category (%) |
---|---|---|---|---|
2023 | 8.7% | -7.0% | 22.2% | 35.50% |
2022 | -13.6% | -31.8% | 21.1% | 91.10% |
2021 | -0.8% | -13.5% | 49.9% | 85.71% |
2020 | 11.4% | -28.6% | 24.1% | 5.15% |
2019 | 10.8% | -4.8% | 19.1% | 28.82% |
NAV & Total Return History
HSNCX - Holdings
Concentration Analysis
HSNCX | Category Low | Category High | HSNCX % Rank | |
---|---|---|---|---|
Net Assets | 2.31 B | 2.53 M | 143 B | 24.88% |
Number of Holdings | 976 | 4 | 9868 | 25.11% |
Net Assets in Top 10 | 544 M | -1.57 B | 65.8 B | 28.46% |
Weighting of Top 10 | 23.93% | 0.7% | 170.6% | 57.89% |
Top 10 Holdings
- Uniform Mortgage-Backed Security, TBA 5.93%
- U.S. Treasury Notes 3.49%
- U.S. Treasury Notes 3.22%
- Uniform Mortgage-Backed Security, TBA 2.90%
- U.S. Treasury Bonds 2.48%
- Uniform Mortgage-Backed Security, TBA 1.35%
- U.S. Treasury Bonds 1.21%
- U.S. Treasury Bonds 1.18%
- U.S. Treasury Notes 1.15%
- U.S. Treasury Bonds 1.02%
Asset Allocation
Weighting | Return Low | Return High | HSNCX % Rank | |
---|---|---|---|---|
Bonds | 95.21% | -150.81% | 203.29% | 29.07% |
Other | 11.76% | -62.91% | 100.00% | 24.05% |
Convertible Bonds | 4.15% | 0.00% | 33.50% | 20.16% |
Cash | 0.61% | -94.66% | 258.91% | 80.97% |
Preferred Stocks | 0.22% | 0.00% | 30.46% | 28.01% |
Stocks | 0.02% | -1.60% | 99.88% | 68.34% |
Stock Sector Breakdown
Weighting | Return Low | Return High | HSNCX % Rank | |
---|---|---|---|---|
Utilities | 90.46% | 0.00% | 100.00% | 2.81% |
Financial Services | 7.80% | 0.00% | 100.00% | 40.45% |
Energy | 1.75% | 0.00% | 100.00% | 64.89% |
Technology | 0.00% | 0.00% | 28.30% | 43.54% |
Real Estate | 0.00% | 0.00% | 100.00% | 50.56% |
Industrials | 0.00% | 0.00% | 100.00% | 58.71% |
Healthcare | 0.00% | 0.00% | 18.60% | 44.10% |
Communication Services | 0.00% | 0.00% | 100.00% | 51.12% |
Consumer Defense | 0.00% | 0.00% | 99.97% | 43.82% |
Consumer Cyclical | 0.00% | 0.00% | 89.95% | 54.78% |
Basic Materials | 0.00% | 0.00% | 100.00% | 46.35% |
Stock Geographic Breakdown
Weighting | Return Low | Return High | HSNCX % Rank | |
---|---|---|---|---|
US | 0.02% | -1.47% | 99.88% | 65.45% |
Non US | 0.00% | -0.13% | 17.73% | 28.46% |
Bond Sector Breakdown
Weighting | Return Low | Return High | HSNCX % Rank | |
---|---|---|---|---|
Government | 40.34% | 0.00% | 99.43% | 5.49% |
Corporate | 26.28% | 0.00% | 96.66% | 59.03% |
Securitized | 17.23% | 0.00% | 99.65% | 48.04% |
Derivative | 0.97% | -62.91% | 37.37% | 12.67% |
Cash & Equivalents | 0.61% | 0.00% | 88.14% | 76.49% |
Municipal | 0.51% | 0.00% | 54.26% | 19.94% |
Bond Geographic Breakdown
Weighting | Return Low | Return High | HSNCX % Rank | |
---|---|---|---|---|
US | 80.62% | -151.11% | 203.29% | 44.29% |
Non US | 14.59% | 0.00% | 67.77% | 23.59% |
HSNCX - Expenses
Operational Fees
HSNCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Expense Ratio | 1.64% | 0.01% | 20.67% | 32.32% |
Management Fee | 0.50% | 0.00% | 2.29% | 21.60% |
12b-1 Fee | 1.00% | 0.00% | 1.00% | 79.94% |
Administrative Fee | N/A | 0.00% | 0.70% | N/A |
Sales Fees
HSNCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Front Load | N/A | 0.00% | 5.75% | N/A |
Deferred Load | 1.00% | 1.00% | 5.00% | 18.82% |
Trading Fees
HSNCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Max Redemption Fee | N/A | 0.50% | 2.00% | N/A |
Related Fees
Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.
HSNCX Fees (% of AUM) | Category Return Low | Category Return High | Rank in Category (%) | |
---|---|---|---|---|
Turnover | 52.00% | 0.00% | 632.00% | 24.26% |
HSNCX - Distributions
Dividend Yield Analysis
HSNCX | Category Low | Category High | HSNCX % Rank | |
---|---|---|---|---|
Dividend Yield | 4.52% | 0.00% | 23.30% | 41.48% |
Dividend Distribution Analysis
HSNCX | Category Low | Category High | Category Mod | |
---|---|---|---|---|
Dividend Distribution Frequency | Monthly | Quarterly | Monthly | Monthly |
Net Income Ratio Analysis
HSNCX | Category Low | Category High | HSNCX % Rank | |
---|---|---|---|---|
Net Income Ratio | 2.14% | -1.55% | 11.51% | 75.89% |
Capital Gain Distribution Analysis
HSNCX | Category Low | Category High | Capital Mode | |
---|---|---|---|---|
Capital Gain Distribution Frequency | Annually | Annually | Annually | Annually |
Distributions History
Date | Amount | Type |
---|---|---|
Mar 27, 2024 | $0.029 | OrdinaryDividend |
Feb 28, 2024 | $0.030 | OrdinaryDividend |
Jan 30, 2024 | $0.024 | OrdinaryDividend |
Dec 28, 2023 | $0.089 | OrdinaryDividend |
Nov 30, 2023 | $0.031 | OrdinaryDividend |
Oct 31, 2023 | $0.029 | OrdinaryDividend |
Sep 28, 2023 | $0.030 | OrdinaryDividend |
Aug 30, 2023 | $0.026 | OrdinaryDividend |
Jul 31, 2023 | $0.029 | OrdinaryDividend |
Jun 29, 2023 | $0.033 | OrdinaryDividend |
May 31, 2023 | $0.029 | OrdinaryDividend |
Apr 28, 2023 | $0.032 | OrdinaryDividend |
Mar 30, 2023 | $0.026 | OrdinaryDividend |
Feb 28, 2023 | $0.028 | OrdinaryDividend |
Jan 31, 2023 | $0.023 | OrdinaryDividend |
Dec 29, 2022 | $0.035 | OrdinaryDividend |
Nov 30, 2022 | $0.022 | OrdinaryDividend |
Oct 31, 2022 | $0.023 | OrdinaryDividend |
Sep 29, 2022 | $0.029 | OrdinaryDividend |
Aug 31, 2022 | $0.029 | OrdinaryDividend |
Jul 29, 2022 | $0.023 | OrdinaryDividend |
Jun 29, 2022 | $0.022 | OrdinaryDividend |
May 31, 2022 | $0.018 | OrdinaryDividend |
Apr 29, 2022 | $0.016 | OrdinaryDividend |
Mar 30, 2022 | $0.015 | OrdinaryDividend |
Feb 28, 2022 | $0.019 | OrdinaryDividend |
Jan 31, 2022 | $0.014 | OrdinaryDividend |
Dec 30, 2021 | $0.029 | OrdinaryDividend |
Nov 30, 2021 | $0.017 | OrdinaryDividend |
Oct 29, 2021 | $0.014 | OrdinaryDividend |
Sep 29, 2021 | $0.016 | OrdinaryDividend |
Aug 31, 2021 | $0.017 | OrdinaryDividend |
Jul 30, 2021 | $0.016 | OrdinaryDividend |
Jun 29, 2021 | $0.017 | OrdinaryDividend |
May 28, 2021 | $0.015 | OrdinaryDividend |
Apr 30, 2021 | $0.014 | OrdinaryDividend |
Mar 30, 2021 | $0.011 | OrdinaryDividend |
Feb 26, 2021 | $0.014 | OrdinaryDividend |
Jan 29, 2021 | $0.011 | OrdinaryDividend |
Dec 30, 2020 | $0.014 | OrdinaryDividend |
Nov 27, 2020 | $0.015 | OrdinaryDividend |
Oct 30, 2020 | $0.012 | OrdinaryDividend |
Sep 29, 2020 | $0.014 | OrdinaryDividend |
Aug 31, 2020 | $0.013 | OrdinaryDividend |
Jul 31, 2020 | $0.013 | OrdinaryDividend |
Jun 29, 2020 | $0.016 | OrdinaryDividend |
May 29, 2020 | $0.021 | OrdinaryDividend |
Apr 30, 2020 | $0.020 | OrdinaryDividend |
Mar 30, 2020 | $0.016 | OrdinaryDividend |
Feb 28, 2020 | $0.018 | OrdinaryDividend |
Jan 31, 2020 | $0.014 | OrdinaryDividend |
Dec 30, 2019 | $0.066 | OrdinaryDividend |
Nov 29, 2019 | $0.018 | OrdinaryDividend |
Oct 31, 2019 | $0.018 | OrdinaryDividend |
Sep 30, 2019 | $0.020 | OrdinaryDividend |
Aug 30, 2019 | $0.020 | OrdinaryDividend |
Jul 31, 2019 | $0.021 | OrdinaryDividend |
Jun 28, 2019 | $0.021 | OrdinaryDividend |
May 31, 2019 | $0.021 | OrdinaryDividend |
Apr 30, 2019 | $0.024 | OrdinaryDividend |
Mar 29, 2019 | $0.018 | OrdinaryDividend |
Feb 28, 2019 | $0.020 | OrdinaryDividend |
Jan 31, 2019 | $0.015 | OrdinaryDividend |
Dec 28, 2018 | $0.238 | OrdinaryDividend |
Nov 30, 2018 | $0.021 | OrdinaryDividend |
Oct 31, 2018 | $0.018 | OrdinaryDividend |
Aug 31, 2018 | $0.021 | OrdinaryDividend |
Jul 31, 2018 | $0.020 | OrdinaryDividend |
Jun 29, 2018 | $0.020 | OrdinaryDividend |
May 31, 2018 | $0.018 | OrdinaryDividend |
Apr 30, 2018 | $0.021 | OrdinaryDividend |
Mar 29, 2018 | $0.020 | OrdinaryDividend |
Feb 28, 2018 | $0.023 | OrdinaryDividend |
Jan 31, 2018 | $0.016 | OrdinaryDividend |
Dec 28, 2017 | $0.231 | OrdinaryDividend |
Nov 30, 2017 | $0.023 | OrdinaryDividend |
Oct 31, 2017 | $0.018 | OrdinaryDividend |
Sep 29, 2017 | $0.017 | OrdinaryDividend |
Aug 31, 2017 | $0.017 | OrdinaryDividend |
Jul 31, 2017 | $0.018 | OrdinaryDividend |
Jun 30, 2017 | $0.021 | OrdinaryDividend |
May 31, 2017 | $0.019 | OrdinaryDividend |
Apr 28, 2017 | $0.023 | OrdinaryDividend |
Mar 31, 2017 | $0.021 | OrdinaryDividend |
Feb 28, 2017 | $0.025 | OrdinaryDividend |
Jan 31, 2017 | $0.020 | OrdinaryDividend |
Dec 29, 2016 | $0.085 | OrdinaryDividend |
Nov 30, 2016 | $0.024 | OrdinaryDividend |
Oct 31, 2016 | $0.023 | OrdinaryDividend |
Sep 30, 2016 | $0.023 | OrdinaryDividend |
Aug 30, 2016 | $0.022 | OrdinaryDividend |
Jul 29, 2016 | $0.022 | OrdinaryDividend |
Jun 30, 2016 | $0.023 | OrdinaryDividend |
May 31, 2016 | $0.028 | OrdinaryDividend |
Apr 29, 2016 | $0.022 | OrdinaryDividend |
Mar 31, 2016 | $0.024 | OrdinaryDividend |
Feb 29, 2016 | $0.025 | OrdinaryDividend |
Jan 29, 2016 | $0.018 | OrdinaryDividend |
Dec 30, 2015 | $0.031 | OrdinaryDividend |
Nov 30, 2015 | $0.025 | OrdinaryDividend |
Oct 30, 2015 | $0.021 | OrdinaryDividend |
Sep 30, 2015 | $0.026 | OrdinaryDividend |
Aug 28, 2015 | $0.026 | OrdinaryDividend |
Jul 31, 2015 | $0.026 | OrdinaryDividend |
Jun 30, 2015 | $0.027 | OrdinaryDividend |
May 29, 2015 | $0.020 | OrdinaryDividend |
Apr 30, 2015 | $0.026 | OrdinaryDividend |
Mar 31, 2015 | $0.023 | OrdinaryDividend |
Feb 27, 2015 | $0.026 | OrdinaryDividend |
Jan 30, 2015 | $0.021 | OrdinaryDividend |
Jan 02, 2015 | $0.037 | OrdinaryDividend |
Dec 01, 2014 | $0.019 | OrdinaryDividend |
Oct 31, 2014 | $0.023 | OrdinaryDividend |
Oct 01, 2014 | $0.022 | OrdinaryDividend |
Sep 02, 2014 | $0.024 | OrdinaryDividend |
Aug 01, 2014 | $0.025 | OrdinaryDividend |
Jun 30, 2014 | $0.029 | OrdinaryDividend |
Jun 02, 2014 | $0.023 | OrdinaryDividend |
May 01, 2014 | $0.022 | OrdinaryDividend |
Mar 31, 2014 | $0.019 | OrdinaryDividend |
Mar 03, 2014 | $0.019 | OrdinaryDividend |
Feb 03, 2014 | $0.006 | ExtraDividend |
Jan 31, 2014 | $0.009 | OrdinaryDividend |
Jan 02, 2014 | $0.032 | OrdinaryDividend |
Dec 03, 2013 | $0.046 | OrdinaryDividend |
Oct 31, 2013 | $0.023 | OrdinaryDividend |
Sep 30, 2013 | $0.026 | OrdinaryDividend |
Aug 30, 2013 | $0.024 | OrdinaryDividend |
Jul 31, 2013 | $0.025 | OrdinaryDividend |
Jul 01, 2013 | $0.024 | OrdinaryDividend |
May 31, 2013 | $0.022 | OrdinaryDividend |
May 01, 2013 | $0.023 | OrdinaryDividend |
Apr 01, 2013 | $0.022 | OrdinaryDividend |
Mar 01, 2013 | $0.023 | OrdinaryDividend |
Jan 31, 2013 | $0.024 | OrdinaryDividend |
Dec 24, 2012 | $0.037 | OrdinaryDividend |
Nov 30, 2012 | $0.019 | OrdinaryDividend |
Nov 02, 2012 | $0.017 | OrdinaryDividend |
Sep 28, 2012 | $0.012 | OrdinaryDividend |
Aug 17, 2012 | $0.012 | OrdinaryDividend |
Jul 18, 2012 | $0.013 | OrdinaryDividend |
Jul 02, 2012 | $0.013 | OrdinaryDividend |
May 18, 2012 | $0.018 | OrdinaryDividend |
Apr 18, 2012 | $0.026 | OrdinaryDividend |
Mar 16, 2012 | $0.031 | OrdinaryDividend |
Mar 02, 2012 | $0.026 | DailyAccrualFund |
Feb 02, 2012 | $0.032 | DailyAccrualFund |
Jan 04, 2012 | $0.049 | DailyAccrualFund |
Dec 02, 2011 | $0.034 | DailyAccrualFund |
Nov 03, 2011 | $0.019 | DailyAccrualFund |
Oct 05, 2011 | $0.025 | DailyAccrualFund |
Sep 02, 2011 | $0.035 | DailyAccrualFund |
Aug 02, 2011 | $0.035 | DailyAccrualFund |
Jul 05, 2011 | $0.035 | DailyAccrualFund |
Jun 02, 2011 | $0.035 | DailyAccrualFund |
May 03, 2011 | $0.037 | DailyAccrualFund |
Apr 04, 2011 | $0.039 | DailyAccrualFund |
Mar 02, 2011 | $0.042 | DailyAccrualFund |
Feb 02, 2011 | $0.042 | DailyAccrualFund |
Jan 04, 2011 | $0.040 | DailyAccrualFund |
Dec 02, 2010 | $0.037 | DailyAccrualFund |
Nov 02, 2010 | $0.025 | DailyAccrualFund |
Oct 04, 2010 | $0.031 | DailyAccrualFund |
Sep 02, 2010 | $0.037 | DailyAccrualFund |
Aug 03, 2010 | $0.039 | DailyAccrualFund |
Jul 02, 2010 | $0.042 | DailyAccrualFund |
Jun 02, 2010 | $0.044 | DailyAccrualFund |
May 04, 2010 | $0.044 | DailyAccrualFund |
Apr 02, 2010 | $0.045 | DailyAccrualFund |
Mar 02, 2010 | $0.041 | DailyAccrualFund |
Feb 02, 2010 | $0.042 | DailyAccrualFund |
Jan 05, 2010 | $0.045 | DailyAccrualFund |
Dec 02, 2009 | $0.039 | DailyAccrualFund |
Nov 03, 2009 | $0.046 | DailyAccrualFund |
Oct 02, 2009 | $0.043 | DailyAccrualFund |
Sep 02, 2009 | $0.043 | DailyAccrualFund |
Aug 04, 2009 | $0.044 | DailyAccrualFund |
Jul 02, 2009 | $0.037 | DailyAccrualFund |
Jun 02, 2009 | $0.032 | DailyAccrualFund |
May 05, 2009 | $0.028 | DailyAccrualFund |
Apr 03, 2009 | $0.033 | DailyAccrualFund |
Mar 04, 2009 | $0.030 | DailyAccrualFund |
Feb 03, 2009 | $0.038 | DailyAccrualFund |
Jan 05, 2009 | $0.051 | DailyAccrualFund |
Dec 02, 2008 | $0.037 | DailyAccrualFund |
Nov 04, 2008 | $0.041 | DailyAccrualFund |
Oct 02, 2008 | $0.046 | DailyAccrualFund |
Sep 03, 2008 | $0.050 | DailyAccrualFund |
Aug 04, 2008 | $0.050 | DailyAccrualFund |
Jul 02, 2008 | $0.047 | DailyAccrualFund |
Jun 03, 2008 | $0.047 | DailyAccrualFund |
May 02, 2008 | $0.043 | DailyAccrualFund |
Apr 02, 2008 | $0.045 | DailyAccrualFund |
Mar 04, 2008 | $0.048 | DailyAccrualFund |
Feb 06, 2008 | $0.050 | DailyAccrualFund |
Jan 04, 2008 | $0.067 | DailyAccrualFund |
Dec 04, 2007 | $0.053 | DailyAccrualFund |
Nov 02, 2007 | $0.053 | DailyAccrualFund |
Oct 02, 2007 | $0.054 | DailyAccrualFund |
Sep 04, 2007 | $0.052 | DailyAccrualFund |
Aug 03, 2007 | $0.053 | DailyAccrualFund |
Jul 05, 2007 | $0.052 | DailyAccrualFund |
HSNCX - Fund Manager Analysis
Managers
Campe Goodman
Start Date
Tenure
Tenure Rank
Apr 02, 2012
10.17
10.2%
Campe Goodman, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management. Campe is a fixed income portfolio manager on the US Broad Market Team. Prior to joining Wellington Management in 2000, Campe spent four years at the Massachusetts Institute of Technology studying macroeconomics and finance in a doctoral program in economics. He received his AB in mathematics, magna cum laude, from Harvard College (1995). In addition, Campe holds the Chartered Financial Analyst designation.
Joseph Marvan
Start Date
Tenure
Tenure Rank
Apr 02, 2012
10.17
10.2%
Joseph F. Marvan, CFA, Senior Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager of the Fund since 2012. Mr. Marvan joined Wellington Management as an investment professional in 2003. Joe is a fixed income portfolio manager and serves as chair of the US Broad Market Team. As chair, Joe is responsible for setting aggregate risk levels and investment strategy in Core Bond Plus, Core Bond, Intermediate Bond, and Long Bond portfolios. Prior to joining Wellington Management, Joe was a senior portfolio manager and head of US Fixed Income at State Street Global Advisors, working on a wide range of fixed income portfolios, including those concentrating on total return, mortgage-backed securities, non-dollar bonds, and investment grade credit (1996 – 2003). Prior to that, he worked at both The Boston Company and Shearson Lehman Brothers in Fixed Income Portfolio Management and Trading (1988 – 1996). Joe earned his MBA, magna cum laude, from Babson College (Olin, 2001) and his BS in finance from Ithaca College (1987). Additionally, Joe holds the Chartered Financial Analyst designation and is a member of the CFA Institute.
Robert Burn
Start Date
Tenure
Tenure Rank
Mar 01, 2016
6.25
6.3%
Robert D. Burn, CFA, Managing Director and Fixed Income Portfolio Manager of Wellington Management, has been involved in portfolio management for the Fund since 2016 and has been involved in securities analysis for the Fund since 2012. Mr. Burn joined Wellington Management as an investment professional in 2007.
Tenure Analysis
Category Low | Category High | Category Average | Category Mode |
---|---|---|---|
0.08 | 28.19 | 5.72 | 3.19 |