Hartford Schroders Tax Aware Etf Profile
| HTAB Etf | USD 19.74 0.01 0.05% |
Performance5 of 100
| Odds Of DistressLess than 9
|
Hartford Schroders is trading at 19.74 as of the 28th of November 2024, a 0.05 percent increase since the beginning of the trading day. The etf's open price was 19.73. Hartford Schroders has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat modest performance during the last 90 days. Equity ratings for Hartford Schroders Tax Aware are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund seeks to achieve its investment objective by investing in a diversified portfolio of fixed income debt instruments of varying maturities. Hartford Schroders is traded on NYSEARCA Exchange in the United States. More on Hartford Schroders Tax Aware
Moving together with Hartford Etf
| 0.75 | BND | Vanguard Total Bond | PairCorr |
| 0.76 | AGG | iShares Core Aggregate | PairCorr |
| 0.73 | BIV | Vanguard Intermediate | PairCorr |
| 0.75 | SPAB | SPDR Portfolio Aggregate | PairCorr |
| 0.74 | EAGG | iShares ESG Aggregate | PairCorr |
| 0.74 | FLCB | Franklin Templeton ETF | PairCorr |
Moving against Hartford Etf
Hartford Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Corporate ETFs, Investment Grade ETFs, Intermediate Core Bond, Hartford Mutual Funds (View all Sectors) |
| Issuer | Hartford Funds |
| Inception Date | 2018-04-18 |
| Benchmark | Not Applicable |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 448.15 Million |
| Average Trading Valume | 202,638.4 |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Investment Grade |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Hartford Funds Management Company, LLC |
| Advisor | Hartford Funds Management Company, LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | ALPS Distributors, Inc. |
| Portfolio Manager | Andrew B.J. Chorlton, Edward H. Jewett, Richard A. Rezek Jr, Neil G. Sutherland, Julio C. Bonilla |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 31-Dec |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 302 |
| Market Maker | Jane Street |
| Total Expense | 0.4 |
| Management Fee | 0.39 |
| Country Name | USA |
| Returns Y T D | 2.75 |
| Name | Hartford Schroders Tax-Aware Bond ETF |
| Currency Code | USD |
| Open Figi | BBG00KN8FJK2 |
| In Threey Volatility | 8.95 |
| 1y Volatility | 8.88 |
| 200 Day M A | 19.5153 |
| 50 Day M A | 19.6575 |
| Code | HTAB |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
Hartford Schroders Tax Aware [HTAB] is traded in USA and was established 2018-04-18. The fund is listed under Intermediate Core Bond category and is part of Hartford Mutual Funds family. The entity is thematically classified as Corporate ETFs. Hartford Schroders Tax currently have 67.98 M in assets under management (AUM). , while the total return for the last 3 years was 0.1%.
Check Hartford Schroders Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hartford Schroders Tax Aware Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hartford Schroders Tax Aware Etf Constituents
| United States Treasury Notes 0.12% | 11.9399995% |
| Goldman Sachs Group, Inc. 0.61% | 2.08% |
| Us 5yr Note Sep21 Xcbt 20210930 | 8.46% |
| United States Treasury Notes 0.5% | 2.52% |
| ILLINOIS HSG DEV AUTH REV 3.75% | 2.33% |
| Us 10yr Note sep21 Xcbt 20210921 | 4.98% |
| United States Treasury Notes 1.125% | 6.16% |
| LOUISIANA LOC GOVT ENVIRONMENTAL FACS & CMNTY DEV AUTH REV 2.5% | 3.09% |
| KENTUCKY INC KY PUB ENERGY AUTH GAS SUPLLY REV 4% | 2.0499999% |
| Crown Castle International Corp. 1.05% | 2.02% |
Hartford Schroders Tax Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hartford Schroders. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.0182 | |||
| Jensen Alpha | 0.0218 | |||
| Total Risk Alpha | (0.05) | |||
| Sortino Ratio | (0.29) |
Hartford Schroders Against Markets
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Hartford Schroders Tax Aware. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in nation. You can also try the Piotroski F Score module to get Piotroski F Score based on the binary analysis strategy of nine different fundamentals.
The market value of Hartford Schroders Tax is measured differently than its book value, which is the value of Hartford that is recorded on the company's balance sheet. Investors also form their own opinion of Hartford Schroders' value that differs from its market value or its book value, called intrinsic value, which is Hartford Schroders' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hartford Schroders' market value can be influenced by many factors that don't directly affect Hartford Schroders' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hartford Schroders' value and its price as these two are different measures arrived at by different means. Investors typically determine if Hartford Schroders is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hartford Schroders' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.