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Morningstar

Hartford Short Duration ETF HSRT

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

Morningstar’s Analysis HSRT

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

People Pillar

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

Strength in Hartford Short Duration ETF's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSRT

More HSRT Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 385
  • Other Holdings 5
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Mar 24

12.79
11,650,711
Government

United States Treasury Notes 3.875%

6.29
5,730,571
Government

United States Treasury Notes 3.25%

2.80
2,549,590
Government

United States Treasury Notes 4.625%

1.93
1,755,059
Government

Us Dollar

1.47
1,342,214
Cash and Equivalents

United States Treasury Notes 0.375%

1.01
915,586
Government

United States Treasury Notes 5%

0.94
852,723
Government

Apidos Clo Xxviii 7.07743%

0.65
590,149
Securitized

The Boeing Company 2.196%

0.61
555,112
Corporate

Royalty Pharma PLC 1.2%

0.60
548,585
Corporate