Hartford Dynamic Bond Fund

HARTFORD MUTUAL FUNDS, INC · 7 share classes

Actively managed U.S. bond fund
One fund, 7 share classes:HDBFXHDBYXHDBSXHDBAXHDBIXHDBCXHDBRX
$3.62B NAV
255 positions · as of 2026-04-30 · filed 2026-06-25

Fund classification

Classified from what the fund holds · as of 2026 Q2

Hartford Dynamic Bond Fund is an actively managed U.S. bond fund.

Asset class
Bonds
Region
United States
Management
Actively managed
Fund type
Open-end fund
Credit quality
Mixed credit
Rate sensitivity
Intermediate duration

Fund profile

As filed in the prospectus · 2026 Q1

The Fund seeks to provide long-term total return.

Strategy · summarised

The fund invests in domestic and foreign fixed-income securities across all credit qualities and maturities that Wellington Management considers attractive for total return, actively reallocating across sectors, security types, and credit positioning based on market conditions and the sub-adviser's assessment of opportunities. The fund may engage in active and frequent trading and will tactically shift holdings, which can result in significant divergence from fixed-income indices and relatively high turnover. Because the fund dynamically adjusts its credit quality, duration, and sector positioning based on the sub-adviser's views, portfolio composition may change substantially over short periods.

Expenses
0.60% 1.85%across 7 share classes
Share classGrossNetAs of
HDBFX0.58%0.60%2025 Q1
HDBYX0.69%0.70%2025 Q1
HDBSX0.59%0.60%2025 Q1
HDBAX1.05%1.05%2025 Q1
HDBIX0.69%0.69%2025 Q1
HDBCX1.83%1.85%2025 Q1
HDBRX0.70%0.70%2025 Q1

Net is what a holder pays after the adviser's contractual waiver; gross is before it. A waiver can expire.

Portfolio turnover 798.00% · as of 2026 Q1

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

101.51%
of net assets
Bonds97.19%
Cash & short-term3.67%
Derivatives0.65%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Government51.5%
Other11.8%
International9.5%
Financials9.3%
11 smaller17.9%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 187 new121 exited

Largest new: United States Treasury ×8

Largest exited: United States Treasury ×3, GLOBAL ATLANTIC FIN CO, REPUBLIC OF COLOMBIA, CENTENE CORP, CITIGROUP INC, ORACLE CORP

Return profile

Chart:

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

Share class1-year3-year5-yearVolWorst fall
+4.34%+19.17%2.93%-3.07%
+4.33%+18.99%2.91%-3.08%
+4.46%+19.29%3.00%-3.07%
+4.01%+18.08%3.02%-3.12%
+4.28%+18.91%3.06%-3.09%
+3.21%+15.76%3.06%-3.31%
+4.24%+18.89%2.93%-2.99%

These classes hold the same portfolio, so the 3.53pp spread over 3 years is the cost difference between them — roughly 1.18pp a year — not a difference in what they own.

Cumulative return· May 2023 – Apr 2026

Debt profile

What this fund holds — value-weighted across its bond and securitized long positions · as of 2026-04-30

Avg coupon
4.43%
Avg maturity
7.31 yr
Coupon type

Share of the fund's debt by how its coupon behaves — the fact that decides whether a rate move reaches this portfolio at all.

0%
floating
Fixed rate99.6%
Floating rate0.4%
Maturity ladder

Share of the fund's debt value in each maturity band, shortest first.

1-3y10y+
1-3y24.9%
3-5y31.1%
5-10y28.9%
10y+15.2%
Flagged holdings
Defaulted: none reported
In arrears: none reported
Paid in kind: none reported

Based on what filers reported; a filer that never reported a flag also reads as none.

Risk profile

Interest-rate and credit-spread sensitivity, both in years · as of 2026Q2

Most of this fund’s sensitivity is to interest rates, with credit spreads carrying about half as much.

Interest-rate duration
4.64 yr
approx. move per 100bp
Credit-spread duration
3.06 yr
approx. move per 100bp
If rates and spreads both rise 100bp

Where the loss would come from. The two shocks are the same size, so this is the balance of the fund's two sensitivities rather than a bet on one moving more.

≈ -7.5%
of value
Interest rates60%
Credit spreads40%

Filers report the impact of a 0.01% move only, so the total is our own scaling of that one number and overstates the loss on most bonds — read it as approximate, never as precise. The two sensitivities overlap rather than add up: they measure the same positions against different shocks, which is why the durations above are shown side by side and never summed.

Credit risk by quality

Share of the fund's spread duration carried by each credit tier.

+3.06
yrs total
Investment grade+2.06 yr
High yield+1.01 yr
Where the risk sits on the curve

Share of duration at each point, shortest first. A positive figure loses value when spreads widen; a negative one offsets — a credit hedge.

Interest rate4.64 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.85 yr18%
5 yr2.09 yr45%
10 yr1.25 yr27%
30 yr0.44 yr9%
Credit spread3.06 yr total
3 mo30 yr
3 mo0.01 yr0%
1 yr0.27 yr9%
5 yr1.58 yr52%
10 yr0.81 yr27%
30 yr0.40 yr13%

The two bands measure the same positions against different shocks and do not add — a Treasury carries rate duration and no spread duration, a floating-rate credit the reverse. Rate tenors are also summed across every currency the fund discloses.

Show the numbers
TenorRate yrsIG yrsHY yrsIG $/bpHY $/bp
3 mo+0.01+0.00+0.00$1.2k$770
1 yr+0.85+0.14+0.12$50.7k$45.2k
5 yr+2.09+0.88+0.70$319.0k$253.5k
10 yr+1.25+0.67+0.14$241.5k$52.4k
30 yr+0.44+0.36+0.03$131.4k$12.3k

Dollar change per 1bp of spread movement, as filed and sign-anchored. A blank cell was not filed; a zero was.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
United States Treasury3.63% · due 2028-08-1511.68%$422.64M
United States Treasury4.13% · due 2029-11-307.85%$283.90M
United States Treasury3.88% · due 2028-03-316.26%$226.60M
United States Treasury4.25% · due 2033-03-314.93%$178.31M
United States Treasury3.38% · due 2028-02-294.25%$153.86M
United States Treasury3.75% · due 2033-02-284.03%$145.66M
United States Treasury2.88% · due 2029-04-303.82%$138.36M
United States Treasury3.88% · due 2031-03-312.24%$80.91M
State Street Global Advisors1.59%$57.45M
United States Treasury4.00% · due 2030-03-311.39%$50.38M
Showing 10 of 255Sign in to see more

Top 10 positions are 48.04% of net assets, top 25 58.80%, across 175 issuers.

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