Strategic flexibility and a knowledgeable team have allowed Hartford Schroders Tax-Aware Bond ETF HTAB to effectively invest in both the taxable and tax-free bond markets through a variety of market conditions. While the team remains light on muni specialists, its thoughtful approach to sector rotation earns a Process upgrade to Above Average from Average.
Hartford Schroders Tax-Aware Bond ETF HTAB
Morningstar’s Analysis HTAB
Will HTAB outperform in future?
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 24.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Bills 0.01% | 6.45 | 18.3 Mil | Government |
United States Treasury Bonds 4.5% | 6.19 | 17.5 Mil | Government |
MASSACHUSETTS ST 5% | 2.89 | 8.2 Mil | municipal |
JUDSON TEX INDPT SCH DIST 5% | 2.47 | 7.0 Mil | municipal |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5% | 2.22 | 6.3 Mil | municipal |
LAMAR TEX CONS INDPT SCH DIST 5% | 2.09 | 5.9 Mil | municipal |
NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 5% | 1.89 | 5.4 Mil | municipal |
VALDOSTA & LOWNDES CNTY GA HOSP AUTH REV 5% | 1.85 | 5.3 Mil | municipal |
United States Treasury Bonds 3.625% | 1.84 | 5.2 Mil | Government |
CHAPEL HILL TEX INDPT SCH DIST SMITH CNTY 5% | 1.81 | 5.1 Mil | municipal |