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Hartford Schroders Tax-Aware Bond ETF HTAB

Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HTAB

Will HTAB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A thoughtful approach

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

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.

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Portfolio Holdings HTAB

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

4.82 12.1 Mil
Government

United States Treasury Bonds 4.5%

3.14 7.9 Mil
Government

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

2.52 6.3 Mil
municipal

United States Treasury Bills 0.01%

2.27 5.7 Mil
Government

United States Treasury Bills 0.01%

2.26 5.7 Mil
Government

Us Dollar

2.21 5.6 Mil
Cash and Equivalents

NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 5%

2.14 5.4 Mil
municipal

United States Treasury Bonds 3.625%

2.12 5.3 Mil
Government

VALDOSTA & LOWNDES CNTY GA HOSP AUTH REV 5%

2.10 5.3 Mil
municipal

CHAPEL HILL TEX INDPT SCH DIST SMITH CNTY 5%

2.06 5.2 Mil
municipal