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Upturn AI SWOT - About
Hartford Schroders Tax-Aware Bond ETF (HTAB)
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Upturn Advisory Summary
08/14/2025: HTAB (1-star) is currently NOT-A-BUY. Pass it for now.
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 -0.36% | Avg. Invested days 36 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.08 | 52 Weeks Range 17.80 - 19.52 | Updated Date 06/30/2025 |
52 Weeks Range 17.80 - 19.52 | Updated Date 06/30/2025 |
Upturn AI SWOT
Hartford Schroders Tax-Aware Bond ETF
ETF Overview
Overview
The Hartford Schroders Tax-Aware Bond ETF (HTAX) seeks to maximize after-tax total return by investing primarily in investment-grade municipal bonds, aiming for a tax-efficient income stream.
Reputation and Reliability
Hartford Funds has a strong reputation for providing diverse investment solutions, while Schroders brings expertise in fixed income management.
Management Expertise
The management team comprises experienced fixed income professionals with a focus on municipal bond strategies and tax optimization.
Investment Objective
Goal
To maximize after-tax total return through investment in a portfolio of municipal bonds.
Investment Approach and Strategy
Strategy: The ETF employs an active management strategy, selecting municipal bonds considered to be undervalued and offering attractive after-tax yields.
Composition The ETF predominantly holds investment-grade municipal bonds across various maturities and sectors.
Market Position
Market Share: Data not publicly available.
Total Net Assets (AUM): 164258628
Competitors
Key Competitors
- MUB
- ITM
- VTEB
- HYD
Competitive Landscape
The municipal bond ETF market is dominated by large, passively managed funds like MUB and VTEB. HTAX differentiates itself with an active, tax-aware approach, which may offer higher after-tax returns but also incurs higher fees. HTAX faces competition from both active and passive strategies.
Financial Performance
Historical Performance: Data not publicly available in structured format.
Benchmark Comparison: Data not publicly available in structured format.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating sufficient liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is generally tight, reflecting the ETF's liquidity and efficient trading.
Market Dynamics
Market Environment Factors
Economic conditions, interest rate movements, and municipal bond market supply/demand dynamics all influence HTAX's performance.
Growth Trajectory
Growth depends on the demand for tax-advantaged income and the fund's ability to generate competitive after-tax returns. There have been no significant strategy changes recently.
Moat and Competitive Advantages
Competitive Edge
HTAX's competitive advantage lies in its active, tax-aware approach to municipal bond investing. This strategy aims to deliver superior after-tax returns compared to passively managed municipal bond ETFs. The expertise of Schroders in fixed income management further enhances its appeal. The ETF targets investors seeking tax-efficient income and potential capital appreciation.
Risk Analysis
Volatility
Volatility is typical of investment-grade bond funds, generally lower than equity ETFs.
Market Risk
Market risk stems from interest rate fluctuations, credit risk of municipal bond issuers, and potential changes in tax laws.
Investor Profile
Ideal Investor Profile
HTAX is suitable for investors seeking tax-advantaged income, particularly those in higher tax brackets. Investors with a moderate risk tolerance and a focus on after-tax returns may find it attractive.
Market Risk
HTAX is suitable for long-term investors seeking tax-efficient income. It can also be used by investors looking for diversification within their fixed income portfolio.
Summary
The Hartford Schroders Tax-Aware Bond ETF (HTAX) is an actively managed municipal bond ETF designed to maximize after-tax total return. It primarily invests in investment-grade municipal bonds. The ETF offers a tax-efficient income stream for investors in higher tax brackets. HTAX's active management and focus on tax optimization differentiate it from passively managed competitors, but it also comes with a higher expense ratio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- Schroders Website
- ETF.com
- Morningstar
- etfdb.com
Disclaimers:
The data provided 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. Market share data is estimated based on available AUM figures. Performance data should be verified with official sources.
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 Schroders Tax-Aware Bond 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 a diversified portfolio of fixed income debt instruments of varying maturities. Under normal circumstances, it invests at least 80% of its assets in U.S. dollar-denominated, investment-grade fixed income debt instruments. Fixed income debt instruments include bonds, debt securities and other similar instruments issued by various U.S. and non-U.S. public or private-sector entities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.