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HFSIHartford Strategic Income ETF

Get incomeRanked #1,541 of 1,706 in this goal

Seeks current income and long-term total return.

Annual Cost

Fund Size

Return (1Y)

+1.4%

Track Record

Performance

Total-return NAV · USD
Growth of $10,000
$10,158+1.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 21.2% of funddiversified

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+ years
Volatility (1Y)
3.4%Low

Year-on-year price swings

Max drawdown
-19.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.90Decent risk-adjusted returns
Sortino (3Y)
1.29Good 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.

Next steps

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Data updated on 2026-09-18