Hartford named contributing global rates manager Jeremy Forster to Hartford Total Return on March 1, 2024. Forster joined Wellington Management Company in May 2011 from the Federal Reserve Bank of New York, and he comanages a variety of broad markets portfolios. Forster’s appointment brings further continuity to an already strong management team. This move is in recognition of his increasing contributions here and does not impact the strategy’s Above Average People and Process ratings.
Hartford Total Return Bond ETF HTRB
Morningstar’s Analysis HTRB
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People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 18.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Us 5yr Note (Cbt) Sep24 Xcbt 20240930 | 7.54 | 149.1 Mil | Government |
2 Year Treasury Note Future Sept 24 | 5.53 | 109.4 Mil | Government |
10 Year Government of Canada Bond Future Sept 24 | 3.70 | 73.2 Mil | Government |
Federal National Mortgage Association 4.5% | 2.99 | 59.1 Mil | Securitized |
Federal National Mortgage Association 5.5% | 2.51 | 49.7 Mil | Securitized |
10 Year Treasury Note Future Sept 24 | 1.76 | 34.8 Mil | Government |
Us Dollar | 1.51 | 29.8 Mil | Cash and Equivalents |
Ultra 10 Year US Treasury Note Future Sept 24 | 1.46 | 28.8 Mil | Government |
Federal National Mortgage Association 2.5% | 1.31 | 25.9 Mil | Securitized |
Federal National Mortgage Association 2% | 1.26 | 24.9 Mil | Securitized |