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HCRBHartford Core Bond ETF

Grow my money6y track recordRanked #812 of 2,960 in this goal

Seeks to provide long-term total return.

By Hartford Mutual Funds · Launched 2020

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$366M

#1,815 of 5,562 · large

Return (1Y)Goal

+4.8%

Track Record

6 years

#2,053 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,448+4.5%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Index tracked

Bloomberg US Aggregate Bond Index

What it actually holds

By weight

Concentration

Top 10 holdings = 22.3% of fundwell diversified

United States Treasury
4.5%
UMBS, TBA
3.4%
United States Treasury
2.6%
United States Treasury
2.2%
United States Treasury
2.2%
United States Treasury
1.6%
United States Treasury
1.5%
United States Treasury
1.5%
United States Treasury
1.5%
UMBS, TBA
1.5%

Asset allocation

Bonds
98.1%
Cash
1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
3.7%Low

Year-on-year price swings

Max drawdown
-19.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.21Below average
Sortino (3Y)
0.30Moderate downside risk

Bond profile

Duration

4.1 years

Avg maturity

9.5 years

Credit ratings

US Government
41.8%
AAA
16.2%
AA
65.2%
A
6.3%
BBB
9.5%
BB
0.7%
Other
2.1%

Where to buy

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks to provide long-term total return.
Strategy
Invests primarily in investment grade fixed income securities, targeting attractive total returns. Under normal circumstances, at least 80% of net assets are in fixed-income securities, including U.S. Government and corporate debt, asset-backed securities, and foreign debt. The Fund may use derivatives for risk management and aims to maintain an average duration within 1.5 years of the Bloomberg U.S. Aggregate Bond Index.
Inception date
February 19, 2020
Fund family
Hartford Mutual Funds

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Closet indexing
Warning

Closet indexer — active fees, passive behavior

This fund charges active-management fees but closely tracks its benchmark index. You may be paying a premium for active management that does not meaningfully exist — a combination of high R² versus the benchmark, low tracking error, and a TER sitting well above the passive peer-group median.

95.8%
TE
1.1%
Beta
0.97
Fee
4× 0.07%

Source: Cremers & Petajisto (2009) · Amihud & Goyenko (2013) · ESMA (2016)

Why we flagged this: strategy=active_selection + high_r_squared+low_tracking_error+near_market_beta+fee_premium

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-06-19