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Hartford Core Bond ETF HCRB

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

Morningstar’s Analysis HCRB

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

  • People Pillar

    The People Pillar is our evaluation of the HCRB 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 HCRB’s parent organization’s priorities and whether they’re in line with investors’ interests.

A lowering of its Process Pillar rating is the primary driver of Hartford Core Bond ETF's downgrade to a Morningstar Medalist Rating of Neutral from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HCRB

More HCRB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 6%

5.22 15.5 Mil
Securitized

United States Treasury Notes 4.25%

4.05 12.0 Mil
Government

Us Dollar

3.43 10.2 Mil
Cash and Equivalents

Federal National Mortgage Association 5.5%

3.38 10.0 Mil
Securitized

United States Treasury Notes 2.875%

3.37 10.0 Mil
Government

10 Year Treasury Note Future June 24

1.99 5.9 Mil
Government

United States Treasury Notes 4.5%

1.88 5.6 Mil
Government

United States Treasury Notes 1.875%

1.81 5.4 Mil
Government

United States Treasury Bonds 3%

1.78 5.3 Mil
Government

Federal National Mortgage Association 4.5%

1.62 4.8 Mil
Securitized