HTAB

Hartford Schroders Tax-Aware Bond ETF

$19.25

+0.00%

Market closed. Last update: 10:56 PM ET

📎 Investment Objective

The Hartford Schroders Tax-Aware Bond ETF seeks to provide current income while aiming to minimize the impact of taxes on the fund's total return.

Overview

ETF tracking Hartford Schroders Tax-Aware Bond ETF

Category Fixed Income

Issuer Other

Inception Date 2018-04-19

Market Cap $351.2M

Average Volume N/A

Dividend Yield 3.21%

52-Week Range $18.37 - $19.88

VWAP $19.27

Performance

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Investment Summary

📎 Investment Objective

The Hartford Schroders Tax-Aware Bond ETF seeks to provide current income while aiming to minimize the impact of taxes on the fund's total return.

🎯 Investment Strategy

The ETF invests primarily in a diversified portfolio of investment-grade fixed income securities, focusing on tax-efficient strategies to manage the fund's tax liability. The portfolio managers utilize active management techniques to identify securities that they believe offer the best risk-adjusted returns.

✨ Key Features

Actively managed fixed income ETF focused on tax-efficient bond strategies
Invests primarily in investment-grade fixed income securities
Aims to provide current income while minimizing the impact of taxes
Utilizes active management to identify attractive risk-adjusted return opportunities

⚠️ Primary Risks

Interest rate risk: The value of the fund's investments may decline when interest rates rise
Credit risk: The fund is exposed to the risk that issuers may fail to make timely interest and principal payments
Liquidity risk: The fund may have difficulty selling certain securities at an advantageous time and price
Tax risk: The fund's tax-efficient strategies may not be successful in minimizing the impact of taxes on the fund's total return

👤 Best For

The Hartford Schroders Tax-Aware Bond ETF may be suitable for investors seeking current income and tax-efficient exposure to the fixed income market. It may be particularly appealing to investors in higher tax brackets who are looking to maximize their after-tax returns.