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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 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.

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.

by Elizabeth Foos
Rated on 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 24.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bills 0.01%

6.37 18.3 Mil
Government

United States Treasury Bonds 4.5%

6.19 17.7 Mil
Government

MASSACHUSETTS ST 5%

2.87 8.2 Mil
municipal

JUDSON TEX INDPT SCH DIST 5%

2.46 7.0 Mil
municipal

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

2.20 6.3 Mil
municipal

Us Dollar

2.18 6.2 Mil
Cash and Equivalents

LAMAR TEX CONS INDPT SCH DIST 5%

2.07 5.9 Mil
municipal

NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 5%

1.87 5.4 Mil
municipal

VALDOSTA & LOWNDES CNTY GA HOSP AUTH REV 5%

1.84 5.3 Mil
municipal

United States Treasury Bonds 3.625%

1.84 5.3 Mil
Government