Hartford named contributing global rates manager Jeremy Forster to Hartford Total Return on March 1, 2024. Forster joined Wellington Management Company in May 2011 from the Federal Reserve Bank of New York, and he comanages a variety of broad markets portfolios. Forster’s appointment brings further continuity to an already strong management team. This move is in recognition of his increasing contributions here and does not impact the strategy’s Above Average People and Process ratings.
Hartford Total Return Bond ETF HTRB
Morningstar’s Analysis HTRB
Will HTRB 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 13.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Federal National Mortgage Association 6% | 4.88 | 84.9 Mil | Securitized |
Us 5yr Note (Cbt) Jun24 Xcbt 20240628 | 3.95 | 68.8 Mil | Government |
Federal National Mortgage Association 4.5% | 3.39 | 58.9 Mil | Securitized |
Federal National Mortgage Association 5.5% | 3.36 | 58.5 Mil | Securitized |
Us Dollar | 2.77 | 48.1 Mil | Cash and Equivalents |
2 Year Treasury Note Future June 24 | 1.41 | 24.6 Mil | Government |
United States Treasury Bonds 3.375% | 1.37 | 23.9 Mil | Government |
United States Treasury Bonds 3.375% | 1.22 | 21.2 Mil | Government |
United States Treasury Notes 3.5% | 1.14 | 19.9 Mil | Government |
Federal National Mortgage Association 2.5% | 1.01 | 17.6 Mil | Securitized |