Sign up to create alerts for Instruments,
Economic Events and content by followed authors
Free Sign Up Already have an account? Sign In
Quotes
All Instrument Types
- All Instrument Types
- Indices
- Equities
- ETFs
- Funds
- Commodities
- Currencies
- Crypto
- Bonds
- Certificates
Please try another search
📈 Will you get serious about investing in 2025? Take the first step with 50% off InvestingPro
Claim Offer
8.30
-0.00
0.00%
27/12 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 1.09B
Hartford Municipal Opportunities I
8.30
-0.00
0.00%
- General
- Chart
- News & Analysis
- Technical
- Forum
- Overview
- Profile
- Historical Data
- Holdings
Hartford Municipal Opportunities Fund Class I Overview
On this page you'll find an in-depth profile of Hartford Municipal Opportunities Fund Class I. Learn about the key management, total assets, investment strategy and contact information of HHMIX among other information.
Investment Strategy
The investment seeks to provide current income that is generally exempt from federal income taxes and long-term total return. The fund seeks to achieve its investment objective by investing in investment grade and non-investment grade municipal securities (known as "junk bonds") that the sub-adviser considers to be attractive from a yield perspective while considering total return. At least 80% of the fund's net assets must be invested in municipal securities. The fund may invest up to 20% of the fund’s net assets in non-investment grade municipal securities.
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
Fax
Kansas City
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Elizabeth J. Kleinerman | Portfolio Manager | 2023 | Now |
| Biography | Elizabeth J. Kleinerman, CFA, Managing Director and Fixed Income Portfolio Manager of Wellington Management, has served as a portfolio manager for the Fund since 2023 and has been involved in securities analysis for the Fund since 2021. Ms. Kleinerman joined Wellington Management in 2001 and transitioned to the fixed income team in 2004. | ||
| Brad W. Libby | Managing Director | 2012 | Now |
| Biography | Brad W. Libby, Managing Director and Fixed Income Portfolio Manager/Credit Analyst of Wellington Management. Mr. Libby joined Wellington Management as an investment professional in 2010. Prior to joining Wellington Management, Mr. Libby is Senior Vice President and Tax Exempt Specialist on the Tax Exempt Fixed Income team. He is a Portfolio Member of Putnam's tax-exempt fixed income funds. He originally joined Putnam in 1996 as an Investment Associate in the Tax Exempt Fixed Income Group before leaving to pursue an M.B.A.; he returned as a Tax Exempt Bond Analyst in 2001. | ||
| Timothy D. Haney | Portfolio Manager | 2012 | Now |
| Biography | Timothy D. Haney, CFA, Senior Managing Director, Senior Vice President and Fixed Income Portfolio Manager of Wellington Management，has served as portfolio manager since 2015. Mr. Haney joined Wellington Management as an investment professional in 2005. Tim is a fixed income portfolio manager. He leads the Municipal Bond Strategy Group and is responsible for the development of municipal bond strategies that are utilized in Municipal Bond and Crossover portfolios. He is a member of the Financial Reserves Management Team, which is responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance clients. Prior to joining Wellington Management in 2005, Tim managed mutual funds at the Van Kampen Investments unit of Morgan Stanley (1995 — 2005). During that time, he served as a senior member of the Portfolio Strategy team, focusing on derivative instruments, quantitative analysis, and yield curve strategy. He also served on the Credit team, working closely with the firm's analysts to coordinate credit research with portfolio strategy. Prior to becoming a portfolio manager, Tim served as a buyer for Van Kampen's unit trust product line (1992 —1995) and as a research analyst focusing on the high yield and corporate-backed sectors (1988 —1992). Tim earned his masters of management with a concentration in finance from Northwestern University (Kellogg, 1995) and his BS in business administration and BA in French from Washington University (1988). He is a member of the Investment Analysts Society and holds the Chartered Financial Analyst designation. | ||
| Luke Morosanu | Vice President | 2011 | 2012 |
| Biography | Vice President of Hartford Investment Management. Mr. Morosanu joined Hartford Investment Management in 2011. Mr. Morosanu has been involved in trading and portfolio management since 2000. Prior to joining Hartford Investment Management, he was a portfolio manager and trader at Brown Brothers Harriman & Co. | ||
| Joseph P. Darcy | Executive Vice President | 2010 | 2012 |
| Biography | Joseph Darcy, Executive Vice President of Hartford Investment Management, has served as portfolio manager of the fund since February 1, 2010. Mr. Darcy, an investment professional since 1980, joined Hartford Investment Management in 2010. Mr. Darcy was with BNYMellon Asset Management from 1994 until joining Hartford Investment Management, most recently as a Senior VP and Senior Portfolio Manager, Tax-exempt Asset Management. Prior to BNYMellon Asset Management, Mr. Darcy was a Vice President and Portfolio Manager, Tax-Exempt Asset Management, with Merrill Lynch Asset Management. Mr. Darcy also held positions with Chemical Bank and Prudential Securities in Institutional Sales, Marketing, and Municipal Trading. | ||
| Christopher Bade | Vice President | 2007 | 2012 |
| Biography | Bade is vice president of Hartford Investment Management. Bade joined Hartford Investment Management in 2001 and has been involved in credit analysis and portfolio management since that time. Prior to joining Hartford Investment Management, he was a vice president and municipal credit analyst at MBIA Insurance Corp. | ||
| Charles W. Grande | - | 2007 | 2009 |
| Biography | Chuck is responsible for overseeing the firm’s independent municipal credit investment process. Chuck leads the formulation of municipal credit-driven strategies to maximize client investment returns. In this role, Chuck will oversee a team of municipal analysts in the selection of municipal credits tailored for specific individual strategies. Chuck has 27 years experience in the public finance industry. During his career, Chuck's activities have included credit analysis, trading investment grade and non-investment grade municipal securities and portfolio management with a focus on insurance company clients and publicly traded mutual funds. He began his career as an analyst at municipal bond insurer, MBIA. Chuck later progressed to Deputy Group Head at Credit Suisse Financial Products. Prior to joining UBS, Chuck was Sector Head of the Municipal Department for Hartford Investment Management having risen from Head of Municipal Credit. Chuck is a member of the Municipal Securities Advisory Committee of the Investment Company Institute, The Society of Municipal Analysts, The Municipal Analysts Group of New York and The National Federation of Municipal Analysts. | ||
Write your thoughts about Hartford Municipal Opportunities Fund Class I
Are you sure you want to delete this chart?
Delete Cancel
Replace the attached chart with a new chart ?
Replace Cancel
Comment Guidelines
Add Chart to Comment
Confirm Block
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
Report this comment
I feel that this comment is:
Comment flagged
Thank You!
Your report has been sent to our moderators for review