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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 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 HSUN

More HSUN Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future Sept 24

10.88 7.6 Mil
Government

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

7.18 5.0 Mil
Government

S9d0y56l8 Cds Usd R F 5.00000 1 Ccpcdx

3.56 2.5 Mil
Derivative

Federal National Mortgage Association 4.5%

3.26 2.3 Mil
Securitized

S9d0wtvy2 Cds Eur R F 5.00000 1 Ccpitraxx

3.15 2.2 Mil
Derivative

United States Treasury Notes 3.5%

2.78 2.0 Mil
Government

Federal National Mortgage Association 6%

2.40 1.7 Mil
Securitized

United States Treasury Notes 1.75%

2.30 1.6 Mil
Government

United States Treasury Bonds 3.375%

2.22 1.6 Mil
Government

10 Year Government of Canada Bond Future Sept 24

2.13 1.5 Mil
Government