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Upturn AI SWOT - About
Hartford Municipal Opportunities ETF (HMOP)
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Upturn Advisory Summary
10/24/2025: HMOP (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.
Analysis of Past Performance
Type ETF | Historic Profit 3.66% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.86 | 52 Weeks Range 36.43 - 38.92 | Updated Date 06/30/2025 |
52 Weeks Range 36.43 - 38.92 | Updated Date 06/30/2025 |
Upturn AI SWOT
Hartford Municipal Opportunities ETF
ETF Overview
Overview
The Hartford Municipal Opportunities ETF (HMOP) seeks to maximize current income exempt from federal income tax, consistent with prudent investment management and preservation of capital, primarily by investing in municipal bonds.
Reputation and Reliability
Hartford Funds is a well-established investment management company with a long history in the financial services industry.
Management Expertise
Hartford Funds has a dedicated team of investment professionals experienced in managing fixed income and municipal bond portfolios.
Investment Objective
Goal
To seek current income exempt from federal income tax, consistent with prudent investment management and preservation of capital.
Investment Approach and Strategy
Strategy: The ETF actively manages a portfolio of municipal bonds.
Composition Primarily invests in municipal bonds of various credit qualities and maturities.
Market Position
Market Share: Data not readily available.
Total Net Assets (AUM): 160510000
Competitors
Key Competitors
- MUB
- ITM
- VTEB
Competitive Landscape
The municipal bond ETF market is competitive, with larger, more established ETFs like MUB dominating. HMOP differentiates itself through its active management style, which aims to outperform passive benchmarks. It faces the challenge of justifying its higher expense ratio compared to passive competitors.
Financial Performance
Historical Performance: Historical performance data should be retrieved from financial data providers for specific time periods.
Benchmark Comparison: Benchmark comparison requires accessing performance data of relevant municipal bond indices and comparing it to HMOP's performance.
Expense Ratio: 0.3
Liquidity
Average Trading Volume
HMOP's average daily trading volume varies and should be checked on live financial feeds, but it's generally considered moderate.
Bid-Ask Spread
The bid-ask spread for HMOP depends on market conditions and trading volume; real time data must be viewed to assess accurately.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and tax policy affect the municipal bond market and influence HMOP's performance.
Growth Trajectory
Growth is tied to the overall demand for tax-exempt income and the fund manager's ability to generate alpha through security selection.
Moat and Competitive Advantages
Competitive Edge
HMOP's competitive advantage stems from its active management, aiming to identify undervalued municipal bonds and generate higher returns than passive index funds. The fund's experienced management team seeks opportunities across the municipal bond spectrum, potentially adding value through credit analysis and sector allocation. Active management may allow it to navigate fluctuating market conditions better than passively managed peers. However, this active management comes with increased expenses.
Risk Analysis
Volatility
HMOP's volatility is generally moderate compared to equity ETFs, but it is sensitive to interest rate movements and credit risk within the municipal bond market.
Market Risk
Market risk includes interest rate risk (rising rates decrease bond values), credit risk (default risk of issuers), and liquidity risk (difficulty in selling bonds).
Investor Profile
Ideal Investor Profile
HMOP is suitable for investors seeking tax-exempt income, capital preservation, and diversification within their fixed income portfolio. Investors in higher tax brackets may find the tax-advantaged income particularly appealing.
Market Risk
HMOP is best for long-term investors looking for steady, tax-exempt income, not as suitable for active traders seeking short-term gains.
Summary
Hartford Municipal Opportunities ETF seeks tax-exempt income through active management of municipal bonds. It appeals to investors in high tax brackets seeking consistent income and capital preservation. The fund's active management differentiates it from passive peers, but comes at a higher expense. Interest rate risk and credit risk are key considerations, making it more suitable for long-term, income-focused investors. The fund can be a good option for diversification of fixed income portfolios.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on your own research 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 Municipal Opportunities ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing in investment grade and non-investment grade municipal securities that the sub-adviser, Wellington Management, considers to be attractive from a yield perspective while considering total return. At least 80% of the fund"s net assets must be invested in municipal securities, and up to 35% of the fund"s net assets may be invested in non-investment grade municipal securities.
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