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Upturn AI SWOT - About
Hartford Total Return Bond ETF (HTRB)
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Upturn Advisory Summary
03/18/2025: HTRB (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type ETF | Historic Profit 5.78% | Avg. Invested days 43 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/18/2025 |
Key Highlights
Volume (30-day avg) 269551 | Beta 1.04 | 52 Weeks Range 31.24 - 34.41 | Updated Date 04/2/2025 |
52 Weeks Range 31.24 - 34.41 | Updated Date 04/2/2025 |
Upturn AI SWOT
Hartford Total Return Bond ETF
ETF Overview
Overview
Hartford Total Return Bond ETF is an actively managed fixed-income ETF focusing on achieving a total return that exceeds its benchmark by employing a diverse range of fixed-income securities.
Reputation and Reliability
Hartford Funds has a solid reputation and a long track record in the asset management industry.
Management Expertise
The management team has significant experience in fixed-income investing and active portfolio management.
Investment Objective
Goal
To maximize total return by investing in a broad range of fixed-income securities.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index; it is actively managed to outperform the Bloomberg US Aggregate Bond Index.
Composition The ETF holds a diverse mix of U.S. government securities, corporate bonds, mortgage-backed securities, and asset-backed securities.
Market Position
Market Share: Data unavailable to precisely measure the Market Share of Hartford Total Return Bond ETF
Total Net Assets (AUM): 295100000
Competitors
Key Competitors
- AGG
- BND
- SCHZ
- LQD
- IEF
Competitive Landscape
The fixed-income ETF market is highly competitive, with several large players dominating the landscape. Hartford faces stiff competition from larger, passively managed ETFs. Its active management seeks to provide an edge, but this approach introduces higher fees and the risk of underperformance compared to its benchmark. AUM is low as compared to its peers like AGG and BND.
Financial Performance
Historical Performance: Historical performance data is available on the Hartford Funds website and other financial data providers. Investors should review performance across different timeframes (1yr, 3yr, 5yr, 10yr) and compare to benchmark and peers.
Benchmark Comparison: The ETF's performance should be compared to the Bloomberg US Aggregate Bond Index to evaluate its active management strategy.
Expense Ratio: 0.45
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating relatively low transaction costs.
Market Dynamics
Market Environment Factors
Interest rate movements, inflation expectations, and credit spreads significantly impact the ETF's performance. Economic growth and monetary policy also play critical roles.
Growth Trajectory
The ETF's growth depends on its ability to consistently outperform its benchmark and attract assets in a competitive market.
Moat and Competitive Advantages
Competitive Edge
Hartford Total Return Bond ETF's competitive advantage lies in its active management approach, which aims to generate alpha through strategic security selection and duration management. The ETF has the potential to adjust its portfolio to changing market conditions more nimbly than passive index trackers. However, success depends heavily on the skill of the portfolio managers. It can provide better risk-adjusted returns.
Risk Analysis
Volatility
Volatility depends on the underlying bond market and the portfolio's duration. Higher duration portfolios are generally more sensitive to interest rate changes.
Market Risk
The ETF is exposed to interest rate risk, credit risk, and liquidity risk. Rising interest rates can negatively impact bond values, while credit risk stems from the possibility of issuers defaulting on their debt.
Investor Profile
Ideal Investor Profile
Ideal investors are those seeking a diversified fixed-income portfolio with the potential for higher returns than passive bond funds.
Market Risk
This ETF is suitable for long-term investors who understand the risks and potential rewards of active fixed-income management.
Summary
Hartford Total Return Bond ETF is an actively managed fixed-income ETF aiming to outperform its benchmark through strategic bond selection and duration management. Its performance is influenced by interest rate movements, credit spreads, and the skill of its portfolio managers. The ETF suits long-term investors comfortable with active management and its associated risks. Despite competitive fees, it is more expensive than passive competitors like AGG and BND. Investors must carefully assess if the potential alpha justifies these higher fees.
Similar Companies
AGG
iShares Core U.S. Aggregate Bond ETF
AGG
iShares Core U.S. Aggregate Bond ETF
BND
Vanguard Total Bond Market Index Fund ETF Shares
BND
Vanguard Total Bond Market Index Fund ETF Shares
IEF
iShares 7-10 Year Treasury Bond ETF
IEF
iShares 7-10 Year Treasury Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
MUB
iShares National Muni Bond ETF
MUB
iShares National Muni Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
SCHZ
Schwab U.S. Aggregate Bond ETF
TIP
iShares TIPS Bond ETF
TIP
iShares TIPS Bond ETF
Sources and Disclaimers
Data Sources:
- Hartford Funds website
- Morningstar
- Bloomberg
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hartford Total Return Bond ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests at least 80% of its net assets in bonds that the sub-adviser considers to be attractive from a total return perspective along with current income. It may invest up to 20% of its net assets in securities rated below investment grade (also known as junk bonds). The fund may invest up to 40% of its net assets in debt securities of foreign issuers, including from emerging markets, and up to 20% of its net assets in non-dollar securities.
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