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Morningstar

Hartford AAA CLO ETF HSRT

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

Morningstar’s Analysis HSRT

Will HSRT 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 HSRT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSRT 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 HSRT’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford AAA CLO ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSRT

More HSRT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Ares XXVII CLO Ltd. 2013-27 6.75648%

2.99 3.2 Mil
Securitized

Us Dollar

2.91 3.1 Mil
Cash and Equivalents

ELMWOOD CLO 23 LTD 7.12766%

2.82 3.0 Mil
Securitized

ARES LII CLO LTD 6.63617%

2.56 2.8 Mil
Securitized

OCTAGON 67 LTD 7.12355%

1.94 2.1 Mil
Securitized

Bain Capital Credit CLO 2023-1 Ltd / Bain Capital Credit CLO 2023-1 LLC 7.1

1.88 2.0 Mil
Securitized

INVESCO CLO 2022-2 LTD 6.76456%

1.87 2.0 Mil
Securitized

KINGS PARK CLO LTD 6.71617%

1.87 2.0 Mil
Securitized

KKR CLO 52 LTD 7.22766%

1.87 2.0 Mil
Securitized

GoldenTree Loan Management US CLO 1, LTD/LLC 6.60617%

1.87 2.0 Mil
Securitized