Morningstar

Hartford Schroders Tax-Aware Bond ETF HTAB

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HTAB

Will HTAB 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 HTAB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HTAB 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 HTAB’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 HTAB

More HTAB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.01%

4.04 9M
Government

FEDERAL HOME LN MTG CORP MULTICLASS MTG PARTN CTFS GTD 4.70492%

3.86 9M
municipal

NEW MEXICO MTG FIN AUTH 5.5%

3.35 8M
municipal

FEDERAL HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS RELATING TO MUN SECS 4.5

3.20 7M
municipal

United States Treasury Bills 0.01%

2.79 6M
Government

FEDERAL HOME LN MTG CORP MULTIFAMILY VAR RATE CTFS RELATING TO MUN SECS 4.7

2.78 6M
municipal

TEXAS MUN GAS ACQUISITION & SUPPLY CORP V GAS SUPPLY REV 5%

2.67 6M
municipal

MAIN STR ENERGY INC GA ENERGY PROJ REV 5%

2.44 6M
municipal

IRON CNTY UTAH SALES TAX REV 5%

2.34 5M
municipal

ALABAMA HSG FIN AUTH SINGLE FAMILY MTG REV 5.5%

2.02 5M
municipal

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