HFSIHartford Strategic Income ETF

Get incomeRanked #1,497 of 1,624 in this goal

Seeks to provide current income and long-term total return.

Annual Cost

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#5,568 of 5,568 · expensive

Fund Size

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#5,568 of 5,568 · small

Dividend YieldGoal

—

Track Record

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#5,568 of 5,568 · young

Performance

Total-return NAV · USD

Growth of $10,000

$10,783+7.8%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Region

North america

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 22.7% of fund✓ well diversified

State Street Global Advisors

3.1%

United States Treasury

3.0%

United States Treasury

2.9%

United States Treasury

2.8%

United States Treasury

2.4%

United States Treasury

1.9%

United States Treasury

1.7%

United States Treasury

1.7%

United States Treasury

1.6%

United States Treasury

1.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

3.6%Low

Year-on-year price swings

Max drawdown

-19.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.00Decent risk-adjusted returns

Sortino (3Y)

1.46Good downside protection

Where to buy

Listing

Exchange: Cboe BZX

Full fund details

Objective: Seeks to provide current income and long-term total return.
Strategy: Invests primarily in domestic and foreign debt securities considered attractive from a yield perspective. Normally includes non-investment grade (junk bonds) and investment grade securities, with foreign debt from emerging markets. Types of securities include corporate bonds, U.S. government securities, bank loans, and securitized debt. May use derivatives for risk management and efficient replication. The Fund seeks diversification across fixed-income sectors but can invest 100% in one sector if warranted, with no limit on average maturity.