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Hartford Municipal Opportunities ETF HMOP

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Morningstar’s Analysis HMOP

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Hartford Municipal Opportunities' Manager Announces Retirement; Pillar Ratings Remain Unchanged

null Elizabeth Foos

Elizabeth Foos

Analyst Note

Wellington Management Company announced that longtime municipal-bond manager Timothy Haney will retire from the firm on Dec. 31, 2024. Among other duties, Haney has managed Hartford Municipal Opportunities since 2012. The strategy currently earns a People Pillar rating of Average and a Process Pillar rating of Above Average. Haney's comanager on the strategy, Brad Libby, will remain. Libby joined Wellington Management in 2010 and has served as a portfolio manager and credit analyst on the fund since 2012. To further prepare for that transition, the team also named Elizabeth Kleinerman to the strategy, effective Nov. 14, 2023. Kleinerman joined Wellington Management in 2001 and transitioned to the fixed-income team in 2004. She is currently a managing director and fixed-income portfolio manager and has been involved in securities analysis for the fund since 2021.

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Portfolio Holdings HMOP

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LOS ANGELES CALIF DEPT WTR & PWR REV 3%

3.95 15.9 Mil
municipal

Us Dollar

2.87 11.5 Mil
Cash and Equivalents

TEXAS ST 3.75%

1.74 7.0 Mil
municipal

ARIZONA INDL DEV AUTH HOSP REV 3%

1.49 6.0 Mil
municipal

MASSACHUSETTS ST HEALTH & EDL FACS AUTH REV 3.4%

1.39 5.6 Mil
municipal

ILLINOIS ST 5%

1.26 5.1 Mil
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5.5%

0.89 3.6 Mil
municipal

MASSACHUSETTS ST DEV FIN AGY REV 4%

0.88 3.5 Mil
municipal

INDIANA FIN AUTH HEALTH SYS REV 5%

0.81 3.3 Mil
municipal

COATESVILLE PA AREA SCH DIST 5.25%

0.81 3.2 Mil
municipal