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Upturn AI SWOT - About
Hartford Total Return Bond ETF (HTRB)
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Upturn Advisory Summary
08/14/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 5.15% | Avg. Invested days 42 | 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 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.04 | 52 Weeks Range 31.89 - 34.03 | Updated Date 06/29/2025 |
52 Weeks Range 31.89 - 34.03 | Updated Date 06/29/2025 |
Upturn AI SWOT
Hartford Total Return Bond ETF
ETF Overview
Overview
The Hartford Total Return Bond ETF seeks to maximize total return from income and capital appreciation by investing in a diversified portfolio of fixed-income securities of varying maturities.
Reputation and Reliability
Hartford Funds has a solid reputation and a long track record in the investment management industry.
Management Expertise
Hartford Funds has a team of experienced fixed-income professionals managing the ETF.
Investment Objective
Goal
To maximize total return from income and capital appreciation.
Investment Approach and Strategy
Strategy: Actively managed bond fund, not tracking a specific index.
Composition Invests in a diversified portfolio of U.S. dollar-denominated fixed income securities.
Market Position
Market Share: Market share data is not readily available at this granularity.
Total Net Assets (AUM): 143800000
Competitors
Key Competitors
- AGG
- BND
- LQD
- IEF
Competitive Landscape
The bond ETF market is highly competitive, with many established players offering similar strategies. Hartford's active management seeks to provide an edge over passive index tracking, but this comes with higher fees and potential for underperformance. Competitors like AGG and BND offer broad market exposure at a lower cost.
Financial Performance
Historical Performance: Historical performance data is required from sources like Morningstar or ETF.com to accurately fill in.
Benchmark Comparison: Benchmark data needed to provide meaningful comparison. Requires sourcing benchmark index name.
Expense Ratio: 0.09
Liquidity
Average Trading Volume
Liquidity depends on market conditions, but the ETF exhibits moderate trading volume.
Bid-Ask Spread
The bid-ask spread is generally tight, indicating good liquidity.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and economic growth influence bond ETF performance.
Growth Trajectory
Growth depends on Hartford's ability to deliver alpha through active management and the overall bond market environment.
Moat and Competitive Advantages
Competitive Edge
The Hartford Total Return Bond ETF aims to differentiate itself through active management, seeking to outperform the broader bond market. Its managers use a combination of top-down macroeconomic analysis and bottom-up security selection to identify opportunities. The ETF's diverse portfolio can navigate various market conditions. However, active management's success is dependent on manager skill and market conditions.
Risk Analysis
Volatility
Volatility depends on the types of bonds held in the portfolio and interest rate fluctuations. Generally, bond ETFs have lower volatility than stock ETFs.
Market Risk
Risks include interest rate risk, credit risk, and inflation risk.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking income and capital appreciation through a diversified portfolio of bonds.
Market Risk
Suitable for long-term investors, those seeking income, or those looking for a less volatile investment than stocks.
Summary
The Hartford Total Return Bond ETF offers active management within the bond market. It seeks to maximize total return and income through a diversified portfolio. Investors should be aware of interest rate, credit, and inflation risks. Its performance depends on Hartford's ability to outperform the index through active management. The ETF provides a less volatile alternative to stock investments, suitable for long-term investors.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- ETF.com
- Morningstar
Disclaimers:
This data is for informational purposes only and not investment advice. Market share data may vary. Consult a financial advisor before making investment decisions.
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.
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.