Skip to Content
Morningstar

Hartford Schroders Tax-Aware Bond ETF HTAB

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HTAB

Will HTAB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HTAB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HTAB management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HTAB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A thoughtful approach

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Strategic flexibility and a knowledgeable team have allowed Hartford Schroders Tax-Aware Bond ETF HTAB to effectively invest in both the taxable and tax-free bond markets through a variety of market conditions. While the team remains light on muni specialists, its thoughtful approach to sector rotation earns a Process upgrade to Above Average from Average.

by Elizabeth Foos
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HTAB

More HTAB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.01%

7.61 25.3 Mil
Government

United States Treasury Bonds 4.5%

6.30 20.9 Mil
Government

MASSACHUSETTS ST 5%

2.51 8.3 Mil
municipal

JUDSON TEX INDPT SCH DIST 5%

2.15 7.1 Mil
municipal

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

1.91 6.4 Mil
municipal

LAMAR TEX CONS INDPT SCH DIST 5%

1.81 6.0 Mil
municipal

WAXAHACHIE TEX INDPT SCH DIST 4%

1.74 5.8 Mil
municipal

HARRIS CNTY TEX TOLL RD REV 5.25%

1.67 5.6 Mil
municipal

TEXAS ST UNIV SYS FING REV 5.25%

1.66 5.5 Mil
municipal

NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 5%

1.64 5.5 Mil
municipal