Hartford Strategic Income ETFHartford Strategic Income ETFHartford Strategic Income ETF

Hartford Strategic Income ETF

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Key stats


Assets under management (AUM)
‪114.69 M‬USD
Fund flows (1Y)
‪55.69 M‬USD
Dividend yield (indicated)
6.45%
Discount/Premium to NAV
0.5%
Shares outstanding
‪3.30 M‬
Expense ratio
0.49%

About Hartford Strategic Income ETF


Brand
Hartford
Inception date
Sep 21, 2021
Structure
Open-Ended Fund
Index tracked
No Underlying Index
Replication method
Physical
Management style
Active
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Ordinary income
Primary advisor
Hartford Funds Management Co. LLC
Distributor
ALPS Distributors, Inc.
HSUN invests in debt securities deemed attractive from a yield perspective while considering total return. The fund invests in junk bonds and highly rated debt securities, stretching across multiple sectors from anywhere in the world, including emerging markets. The portfolio may include corporate and government bonds, bank loans, or loan participation interests in secured, second lien or unsecured variable, fixed or floating rate loans, and securitized debt (e.g., mortgage-related and asset-backed securities, including CLOs). The fund may use derivatives to manage portfolio risk. As an actively managed fund, HSUN can analyze market and financial data to make buy, sell, and hold decisions at their discretion. Prior to Sep. 30, 2024, the fund was called Hartford Sustainable Income ETF.

Classification


Asset Class
Fixed income
Category
Broad market, broad-based
Focus
Broad credit
Niche
Broad maturities
Strategy
Active
Geography
Global
Weighting scheme
Proprietary
Selection criteria
Proprietary
What's in the fund
Exposure type
StocksBonds, Cash & Other
Government
Corporate
Securitized
Stock breakdown by region
3%69%19%2%1%4%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
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Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.