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 23.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
United States Treasury Bonds 4.75% | 6.94 | 16.9 Mil | Government |
United States Treasury Bills 0.01% | 4.38 | 10.7 Mil | Government |
TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5% | 2.61 | 6.4 Mil | municipal |
NEW YORK ST PWR AUTH GREEN TRANSMISSION PROJ REV 5% | 2.26 | 5.5 Mil | municipal |
United States Treasury Bonds 3.625% | 2.25 | 5.5 Mil | Government |
CHAPEL HILL TEX INDPT SCH DIST SMITH CNTY 5% | 2.17 | 5.3 Mil | municipal |
Us Dollar | 2.06 | 5.0 Mil | Cash and Equivalents |
NEW CANEY TEX INDPT SCH DIST 5% | 2.02 | 4.9 Mil | municipal |
NEW MEXICO MTG FIN AUTH 3% | 1.46 | 3.5 Mil | municipal |
PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV 5.25% | 1.38 | 3.4 Mil | municipal |