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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 the 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.

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

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.

by Bridget B Hughes
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 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

3.54 28M
Cash and Equivalents

SOUTHEAST ENERGY AUTH COOP DIST ALA ENERGY SUPPLY REV 5%

2.07 16M
municipal

MASSACHUSETTS DEPT TRANSN MET HWY SYS REV 4%

1.27 10M
municipal

ALABAMA ST TOLL ROAD BRIDGE ATRTRN 10/32 FIXED 5

1.10 9M
municipal

CALIFORNIA CMNTY CHOICE FING AUTH CLEAN ENERGY PROJ REV 5%

1.02 8M
municipal

FEDERAL HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS RELATING TO MUN SECS 4.4

0.93 7M
municipal

TEXAS ST 5%

0.93 7M
municipal

MAIN STR ENERGY INC GA ENERGY PROJ REV 5%

0.93 7M
municipal

Fixed Inc Clearing Corp.Repo

0.92 7M
Cash and Equivalents

CONNECTICUT ST 5%

0.79 6M
municipal

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