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 22.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Bonds 4.5% | 6.69 | 23.7 Mil | Government |
United States Treasury Bills 0.01% | 5.31 | 18.8 Mil | Government |
Us Dollar | 2.76 | 9.8 Mil | Cash and Equivalents |
MASSACHUSETTS ST 5% | 2.36 | 8.3 Mil | municipal |
JUDSON TEX INDPT SCH DIST 5% | 2.02 | 7.1 Mil | municipal |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5% | 1.79 | 6.3 Mil | municipal |
LAMAR TEX CONS INDPT SCH DIST 5% | 1.70 | 6.0 Mil | municipal |
WAXAHACHIE TEX INDPT SCH DIST 4% | 1.61 | 5.7 Mil | municipal |
HARRIS CNTY TEX TOLL RD REV 5.25% | 1.56 | 5.5 Mil | municipal |
TEXAS ST UNIV SYS FING REV 5.25% | 1.55 | 5.5 Mil | municipal |