Morningstar

Hartford Strategic Income ETF HFSI

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

Morningstar’s Analysis HFSI

Will HFSI outperform in the 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 HFSI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

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Portfolio Holdings HFSI

More HFSI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 10yr Note (Cbt)dec26 Xcbt 20261221

5.23 75M
Government

Us 5yr Note (Cbt) Dec26 Xcbt 20261231

4.78 68M
Government

Federal National Mortgage Association 5.5%

4.62 66M
Securitized

Government National Mortgage Association 6%

3.18 45M
Securitized

Long-Term Euro BTP Future Dec 26

3.01 43M
Government

Ultra 10 Year US Treasury Note Future Dec 26

2.66 38M
Government

Federal National Mortgage Association 5.5%

2.47 35M
Securitized

Government National Mortgage Association 5.5%

2.33 33M
Securitized

Federal National Mortgage Association 5%

2.27 32M
Securitized

United States Treasury Notes 4.25%

1.87 27M
Government

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