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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 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 —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

10 Year Treasury Note Future June 24

14.16 10.1 Mil
Government

2 Year Treasury Note Future June 24

6.82 4.9 Mil
Government

Us 5yr Note (Cbt) Jun24 Xcbt 20240628

6.61 4.7 Mil
Government

Federal National Mortgage Association 6%

3.47 2.5 Mil
Securitized

Federal National Mortgage Association 4.5%

3.11 2.2 Mil
Securitized

United States Treasury Notes 3.5%

2.65 1.9 Mil
Government

S9d0wtvy2 Cds Eur R F 5.00000 1 Ccpitraxx

2.53 1.8 Mil
Derivative

United States Treasury Notes 1.875%

2.22 1.6 Mil
Government

United States Treasury Bonds 3.375%

2.11 1.5 Mil
Government

Ultra 10 Year US Treasury Note Future June 24

1.70 1.2 Mil
Government