DYNB leverages Wellington Management’s extensive global fixed income resources

WAYNE, Pa.--(BUSINESS WIRE)--Sep. 24, 2025-- Hartford Funds, a leading asset manager, today announced the launch of the Hartford Dynamic Bond ETF (Nasdaq: DYNB), an actively managed multisector bond strategy. The ETF is sub-advised by Wellington Management, a global investment manager with more than $541 billion in fixed-income assets as of March 31, 2025.

The DYNB portfolio management team includes Connor Fitzgerald, CFA, and Schuyler Reece, CFA, both Senior Managing Directors and Fixed Income Portfolio Managers at Wellington Management. Each bring nearly 20 years of professional experience to the ETF. Mr. Fitzgerald and Mr. Reece also manage the Hartford Dynamic Bond Fund (HDBIX), which received a Bronze Medalist Rating from Morningstar on October 9, 2024*. Earlier this year, the mutual fund earned its 3-year track record and is among Hartford Funds’ fastest-growing fixed income mutual funds.

“We have seen steady demand for flexible, actively managed fixed income strategies, and with ongoing market volatility and uncertainty, we expect that trend to continue,” said Brian Kraus, Head of Product Development at Hartford Funds. “Hartford Dynamic Bond Fund has been one of our top-selling fixed income mutual funds. Its flexibility has allowed the management team to uncover opportunities and seek to take advantage of market uncertainty across a variety of sectors. We’re excited to offer investors a similar approach in the ETF structure through the Hartford Dynamic Bond ETF, tapping the expertise of that same portfolio management team and our longtime strategic partner, Wellington Management.”

DYNB seeks to provide long-term total return. The portfolio management team has the flexibility to invest in domestic and foreign fixed income securities, including U.S. Treasuries, investment grade credit, high-yield credit and USD denominated emerging markets debt. The team will dynamically adjust DYNB’s credit quality, duration, sector, and security positioning in response to changing market conditions in an effort to provide attractive total returns.

Mr. Fitzgerald joined Wellington Management in 2015 and is a member of the US Investment Grade Credit Team and Corporate Strategy Group. Mr. Reece has been with Wellington Management since 2014 and serves on the Emerging Markets Debt Team. The portfolio managers are supported by Wellington Management’s breadth of global resources, including a team of more than 260 fixed income professionals.

Listed on The NASDAQ Stock Market LLC, DYNB will use the Bloomberg US Aggregate Bond Index as its benchmark. For more information about DYNB, please visit hartfordfunds.com.

About Hartford Funds

Hartford Funds offers mutual funds, ETFs and 529 college savings plans built for diverse client needs. Through the firm’s systematic capabilities and deep, strategic relationships with our active management sub-advisers, Wellington Management and Schroders – two of the largest and longest-standing institutional investors in the world – Hartford Funds is committed to designing an investment platform clients can trust. The firm’s comprehensive product suite comprises actively managed strategies, including fixed income, equity and multi-strategy options, as well as a line-up of systematic ETFs that leverage a proprietary risk-optimized indexing approach. Beyond investments, Hartford Funds has partnerships with institutions like the MIT AgeLab and other leading experts to help investors navigate longevity and enhance quality of life, while supporting financial professionals as they deepen relationships with clients.

Excluding affiliated funds of funds, as of June 30, 2025, Hartford Funds’ investment advisory business had approximately $145.5 billion in discretionary and non-discretionary assets under management. For more information about our investment family, visit www.hartfordfunds.com.

About Wellington Management

Wellington Management is one of the world’s largest independent investment management firms, serving as a trusted adviser to over 3,000 clients in more than 60 countries. The firm manages more than US$1.3 trillion, as of 30 June 2025, for pensions, endowments and foundations, insurers, family offices, fund sponsors, global wealth managers, and other clients. Wellington aspires to provide excellent service to clients through a unique combination of independence enabled by its distinctive private partnership model, diverse perspectives through its unified, multi-asset investment platform, and relentless curiosity and intellectual rigor fostered by its enduring collaborative culture.

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Some of the statements in this release may be considered forward-looking statements as defined in the Private Securities Litigation Reform Act of 1995. We caution investors that these forward-looking statements are not guarantees of future performance, and actual results may differ materially. Investors should consider the important risks and uncertainties that may cause actual results to differ. These important risks and uncertainties include those discussed in The Hartford’s Quarterly Reports on Form 10-Q, our 2024 Annual Report on Form 10-K and the other filings The Hartford makes with the Securities and Exchange Commission. We assume no obligation to update this release, which speaks as of the date issued.

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ETFs are not mutual funds. Unlike traditional open-ended mutual funds, ETF shares are bought and sold in the secondary market through a stockbroker. ETFs trade on major stock exchanges and their prices will fluctuate throughout the day. Both ETFs and mutual funds are subject to risk and volatility.

Important Risks for Hartford Dynamic Bond ETF: The Fund is new and has limited operating history. Investing involves risk, including the possible loss of principal. Security prices of the Fund’s underlying holdings will fluctuate in value depending on general market and economic conditions and the prospects of individual companies. The market price of the Fund’s shares will fluctuate in response to changes in the Fund’s net asset value, intraday value of the Fund’s holdings, and the supply and demand for shares. ● The Fund is actively managed and does not seek to replicate the performance of a specified index. ● Fixed income security risks include credit, liquidity, call, duration, event, inflation and interest-rate risk. As interest rates rise, bond prices generally fall. ● The Fund may engage in active and frequent trading to achieve its objective. As a result, the Fund is expected to have high portfolio turnover, which will increase its transaction costs and could increase an investor’s tax liability. ● Investments in high-yield ("junk") bonds involve greater risk of price volatility, illiquidity, and default than higher-rated debt securities. ● Foreign investments, including foreign government debt, may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets. ● Derivatives are generally more volatile and sensitive to changes in market or economic conditions than other securities; their risks include currency, leverage, liquidity, index, pricing, valuation, and counterparty risk. ● Restricted securities may be more difficult to sell and price than other securities. ● Obligations of U.S. Government agencies are supported by varying degrees of credit but are generally not backed by the full faith and credit of the U.S. Government. ● The Fund may effect creations and redemptions partly or wholly for cash, rather than in-kind, which may make the Fund less tax-efficient and incur more fees than an ETF that primarily or wholly effects creations and redemptions in-kind.

Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the fund's prospectus and summary prospectus, which can be obtained by visiting hartfordfunds.com. Please read it carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, HFMC, and Lattice, which are not affiliated with any sub-adviser or ALPS.

*Analyst-Driven %: 100. Data Coverage %: 100. The Morningstar Medalist Rating^TM is the summary expression of Morningstar’s forward-looking analysis using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which funds Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Funds are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for the Medalist Rating they’re assigned. Pillar ratings (Low, Below Average, Average, Above Average, and High) may be evaluated via an analyst’s qualitative assessment (Analyst-Driven %) or using algorithmic techniques (Data Coverage %). Funds are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a fund, the rating is monitored and reevaluated at least every 14 months. When a fund is covered either indirectly by analysts or by algorithm, the rating is assigned monthly. For more detailed information, including their methodology, please go to global.morningstar.com/managerdisclosures/. Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. They (i) should not be used as the sole basis in evaluating a fund, (ii) involve unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell a fund. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate. ©2025 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.

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Media Contact:

Kourtnaye Lewis
Kourtnaye.Lewis@hartfordfunds.com

Source: Hartford Funds