Morningstar

Hartford Core Bond ETF HCRB

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

Morningstar’s Analysis HCRB

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

  • People Pillar

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

Hartford Core Bond ETF’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 HCRB

More HCRB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

2 Year Treasury Note Future Dec 24

9.14 32.3 Mil
Government

Us Dollar

3.79 13.4 Mil
Cash and Equivalents

Federal National Mortgage Association 6%

3.67 13.0 Mil
Securitized

United States Treasury Notes 2.875%

2.97 10.5 Mil
Government

Federal National Mortgage Association 5.5%

2.95 10.4 Mil
Securitized

10 Year Treasury Note Future Dec 24

2.60 9.2 Mil
Government

United States Treasury Notes 4.25%

2.52 8.9 Mil
Government

United States Treasury Bonds 3%

1.67 5.9 Mil
Government

United States Treasury Notes 1.875%

1.62 5.7 Mil
Government

United States Treasury Notes 4.5%

1.61 5.7 Mil
Government

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