Skip to Content

Hartford Total Return Bond ETF HTRB

Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HTRB

Will HTRB outperform in future?

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

A solid choice for core-plus exposure.

Senior Analyst Mike Mulach

Mike Mulach

Senior Analyst

Summary

Hartford Total Return Bond ETF’s HTRB improved value-conscious approach, deep Wellington team, and topnotch resources make it a strong offering within the intermediate core-plus bond Morningstar Category.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HTRB

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1412
  • Other Holdings 13
  • % Assets in Top 10 Holdings −11.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 6%

9.04
118,589,823
Securitized

Us 5yr Note (Cbt) Mar24 Xcbt 20240328

5.09
66,785,297
Government

Federal National Mortgage Association 4.5%

3.48
45,708,760
Securitized

Federal National Mortgage Association 5.5%

3.25
42,706,400
Securitized

United States Treasury Bonds 3.375%

1.89
24,801,029
Government

Us Dollar

1.89
24,783,126
Cash and Equivalents

United States Treasury Bonds 3.375%

1.67
21,903,837
Government

United States Treasury Notes 3.5%

1.55
20,301,582
Government

Federal National Mortgage Association 2%

1.51
19,812,927
Securitized

United States Treasury Bonds 1.25%

1.37
17,927,883
Government