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Morningstar

Hartford AAA CLO 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 AAA CLO 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 lowest fee quintile among peers. The strategy changed its peer group in February, moving from the Short-Term Bond category to the Ultrashort Bond Morningstar Category.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSRT

More HSRT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollar

4.61 5.1 Mil
Cash and Equivalents

Ares XXVII CLO Ltd. 2013-27 6.7512%

2.89 3.2 Mil
Securitized

ELMWOOD CLO 23 LTD 7.12766%

2.73 3.0 Mil
Securitized

ARES LII CLO LTD 6.63617%

2.49 2.8 Mil
Securitized

KKR CLO 32 LTD 7.16017%

1.90 2.1 Mil
Securitized

OCTAGON 67 LTD 7.12467%

1.88 2.1 Mil
Securitized

Bain Capital Credit CLO 2023-1 Ltd / Bain Capital Credit CLO 2023-1 LLC 7.1

1.82 2.0 Mil
Securitized

INVESCO CLO 2022-2 LTD 6.76456%

1.81 2.0 Mil
Securitized

KKR CLO 52 LTD 7.22766%

1.81 2.0 Mil
Securitized

Thayer Park Clo Limited 6.62617%

1.81 2.0 Mil
Securitized