HFSIHartford Strategic Income ETF
Get incomeRanked #1,506 of 1,650 in this goal
Seeks current income and long-term total return.
Annual Cost
—
#5,861 of 5,861 · expensive
Fund Size
—
#5,861 of 5,861 · small
Dividend YieldGoal
—
Track Record
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#5,861 of 5,861 · young
Performance
Total-return NAV · USDGrowth of $10,000
$10,446+4.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 21.2% of fund✓ well diversified
UMBS, TBA
6.6%
State Street Global Advisors
2.6%
Invesco Senior Loan ETF
2.3%
United States Treasury
2.1%
UMBS, TBA
1.7%
United States Treasury
1.5%
United States Treasury
1.3%
Government National Mortgage Association
1.1%
Fannie Mae
1.1%
United States Treasury
1.0%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
3.4%Low
Year-on-year price swings
Max drawdown
-19.3%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.27Good downside protection
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Seeks current income and long-term total return.
- Strategy
- Invests primarily in domestic and foreign debt securities, including non-investment grade and investment grade bonds, with a focus on yield and total return. Includes securities from emerging market issuers and may use derivatives for risk management and efficient replication.
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Data updated on 2026-08-04