Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.
Hartford Municipal Opportunities ETF HMOP
Morningstar’s Analysis HMOP
Will HMOP outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 9.9
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Us Dollar | 4.76 | 38M | Cash and Equivalents |
SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5% | 2.14 | 17M | municipal |
NEW YORK N Y CITY TRANSITIONAL FIN AUTH REV 2.7% | 1.25 | 10M | municipal |
Fixed Inc Clearing Corp.Repo | 1.23 | 10M | Cash and Equivalents |
PUERTO RICO SALES TAX FING CORP SALES TAX REV 0% | 1.07 | 9M | municipal |
MISSOURI ST HEALTH & EDL FACS AUTH HEALTH FACS REV 5% | 0.88 | 7M | municipal |
ILLINOIS ST 5% | 0.80 | 6M | municipal |
CONNECTICUT ST 5% | 0.78 | 6M | municipal |
ILLINOIS HSG DEV AUTH REV 3.2% | 0.77 | 6M | municipal |
PUERTO RICO COMWLTH 5.625% | 0.76 | 6M | municipal |
United States