HCRBHartford Core Bond ETF
Seeks long-term total return.
By Hartford Mutual Funds · Launched 2020
Annual Cost
0.29%
#1,333 of 6,040 · low cost
Fund Size
$409M
#1,823 of 6,040 · large
Return (1Y)
-0.7%
Track Record
6 years
#2,030 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$9,949-0.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
Fixed incomeRegion
North americaStrategy
Active selection
Index tracked
Bloomberg US Aggregate Bond Index
Holdings
By weightConcentration
Top 10 holdings = 23.7% of funddiversified
United States Treasury
3.8%
UMBS, TBA
3.3%
UMBS, TBA
2.9%
United States Treasury
2.7%
United States Treasury
2.2%
United States Treasury
2.2%
United States Treasury
1.9%
United States Treasury
1.9%
United States Treasury
1.5%
UMBS, TBA
1.4%
Asset allocation
Bonds
99.2%
Cash
0.8%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.7%Low
Year-on-year price swings
Max drawdown
-19.7%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.11Below average
Sortino (3Y)
0.15Moderate downside risk
Bond profile
Duration
4.2 years
Avg maturity
9.4 years
Credit ratings
US Government
38.7%
AAA
11.6%
AA
71.8%
A
5.3%
BBB
9.2%
BB
0.5%
Other
1.7%
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks long-term total return.
- Strategy
- Invests primarily in fixed income securities, focusing on those considered attractive for total return by Wellington Management. Allocates at least 80% of net assets to investment grade fixed income securities from U.S. and foreign issuers.
- Inception date
- February 19, 2020
- Fund family
- Hartford Mutual Funds
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Data updated on 2026-09-18