Morningstar

Hartford Schroders Tax-Aware Bond ETF HTAB

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

Morningstar’s Analysis HTAB

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

  • People Pillar

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

A thoughtful approach

Associate Director Elizabeth Foos

Elizabeth Foos

Associate Director

Summary

Strategic flexibility and a knowledgeable team have allowed Hartford Schroders Tax-Aware Bond ETF HTAB to effectively invest in both the taxable and tax-free bond markets through a variety of market conditions. While the team remains light on muni specialists, its thoughtful approach to sector rotation earns a Process upgrade to Above Average from Average.

by Elizabeth Foos
Rated on Published on

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Portfolio Holdings HTAB

More HTAB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.5%

5.91 25.1 Mil
Government

Us Dollar

3.66 15.6 Mil
Cash and Equivalents

United States Treasury Bills 0.01%

3.02 12.8 Mil
Government

MASSACHUSETTS ST 5%

1.98 8.4 Mil
municipal

JUDSON TEX INDPT SCH DIST 5%

1.70 7.2 Mil
municipal

United States Treasury Bills 0.01%

1.68 7.1 Mil
Government

TEXAS MUN GAS ACQUISITION & SUPPLY CORP IV GAS SUPPLY REV 5.5%

1.51 6.4 Mil
municipal

LAMAR TEX CONS INDPT SCH DIST 5%

1.43 6.1 Mil
municipal

CAPITAL AREA HSG FIN CORP TEX MULTI-FAMILY HSG REV 3.48%

1.41 6.0 Mil
municipal

WAXAHACHIE TEX INDPT SCH DIST 4%

1.37 5.8 Mil
municipal

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