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Hartford Municipal Opportunities ETF HMOP

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

Morningstar’s Analysis HMOP

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

  • People Pillar

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

More changes for this intermediate muni strategy.

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

The compact team running Hartford Municipal Opportunities ETF boasts some experienced members who consistently execute a disciplined approach, but continued turnover is reason for pause.

by Elizabeth Foos
Rated on Published on

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Portfolio Holdings HMOP

More HMOP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

4.32 18.5 Mil
Cash and Equivalents

LOS ANGELES CALIF DEPT WTR & PWR REV 3.55%

3.71 15.9 Mil
municipal

IDAHO HEALTH FACS AUTH REV 3.95%

2.33 10.0 Mil
municipal

TEXAS ST 3%

1.56 6.7 Mil
municipal

MASSACHUSETTS ST HEALTH & EDL FACS AUTH REV 2.7%

1.31 5.6 Mil
municipal

ILLINOIS ST 5%

1.20 5.1 Mil
municipal

Fixed Inc Clearing Corp.Repo

1.11 4.8 Mil
Cash and Equivalents

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5%

0.84 3.6 Mil
municipal

INDIANA FIN AUTH HEALTH SYS REV 5%

0.77 3.3 Mil
municipal

COATESVILLE PA AREA SCH DIST 5.25%

0.76 3.3 Mil
municipal