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Morningstar

Hartford Sustainable Income ETF HSUN

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

Morningstar’s Analysis HSUN

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

People Pillar

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

A strong management team and sound investment process underpin Hartford Sustainable Income ETF's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a 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 HSUN

More HSUN Holdings
  • Current Portfolio Date
  • Equity Holdings 8
  • Bond Holdings 314
  • Other Holdings 39
  • % Assets in Top 10 Holdings 39.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Future on 2 Year Treasury Note

12.19
9,717,375
Government

Future on 10 Year Treasury Note

11.04
8,800,906
Government

Us 5yr Note (Cbt) Dec23 Xcbt 20231229

4.74
3,776,906
Government

S9d0wv1o2 Cds Usd R F 5.00000 1 Ccpcdx

4.27
3,403,972
Derivative

Future on Ultra 10 Year US Treasury Note

3.19
2,543,656
Government

Can 5yr Bond Fut Dec23 Xmod 20231218

2.88
2,291,479
Government

Federal National Mortgage Association 4.5%

2.76
2,196,489
Securitized

United States Treasury Notes 3.875%

2.62
2,090,832
Government

Us Dollar

2.08
1,657,373
Cash and Equivalents

United States Treasury Bonds 3.375%

2.08
1,656,342
Government