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HMOPHartford Municipal Opportunities ETF

Get income8y track recordRanked #320 of 1,650 in this goal

Seeks current income that is generally exempt from federal income taxes and long-term total return.

By Hartford Mutual Funds · Launched 2017

Annual Cost

0.29%

#1,303 of 5,861 · low cost

Fund Size

$783M

#1,278 of 5,861 · large

Dividend YieldGoal

3.49%

Track Record

8 years

#1,646 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,429+4.3%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 11.0% of fundwell diversified

Southeast Energy Authority A Cooperative District
2.3%
New York City Transitional Finance Authority Future Tax Secured Revenue
1.4%
Puerto Rico Sales Tax Financing Corp Sales Tax Revenue
1.2%
Fixed Income Clearing Corp.
1.1%
Health & Educational Facilities Authority of the State of Missouri
0.9%
State of Illinois
0.9%
State of Connecticut
0.8%
Illinois Housing Development Authority
0.8%
Commonwealth of Puerto Rico
0.8%
State of Texas
0.8%

Asset allocation

Bonds
94.9%
Cash
5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.7%Low

Year-on-year price swings

Max drawdown
-13.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.04Below average
Sortino (3Y)
0.05Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

10.5 years

Credit ratings

AAA
15.0%
AA
35.8%
A
32.9%
BBB
6.9%
BB
4.6%
Other
4.9%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks current income that is generally exempt from federal income taxes and long-term total return.
Strategy
Invests primarily in municipal securities, including investment grade and non-investment grade (junk bonds), to provide current income and long-term total return. Maintains a diversified portfolio across states and sectors, with at least 80% of net assets in municipal securities.
Inception date
December 13, 2017
Fund family
Hartford Mutual Funds

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Data updated on 2026-08-04