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.
Hartford Municipal Opportunities ETF HMOP
Morningstar’s Analysis HMOP
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Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
|---|---|---|---|
LOS ANGELES CALIF DEPT WTR & PWR REV 3.1% | 3.92 | 15.9 Mil | municipal |
Us Dollar | 3.19 | 12.9 Mil | Cash and Equivalents |
TEXAS ST 3.75% | 1.73 | 7.0 Mil | municipal |
ARIZONA INDL DEV AUTH HOSP REV 3.1% | 1.48 | 6.0 Mil | municipal |
MASSACHUSETTS ST HEALTH & EDL FACS AUTH REV 3.5% | 1.38 | 5.6 Mil | municipal |
ILLINOIS ST 5% | 1.24 | 5.0 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% | 0.87 | 3.5 Mil | municipal |
INDIANA FIN AUTH HEALTH SYS REV 5% | 0.80 | 3.3 Mil | municipal |
COATESVILLE PA AREA SCH DIST 5.25% | 0.80 | 3.2 Mil | municipal |