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HMOPHartford Municipal Opportunities ETF

Get income8y track recordRanked #333 of 1,706 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%

#1,333 of 6,040 · low cost

Fund Size

$791M

#1,317 of 6,040 · large

Return (1Y)

+0.2%

Track Record

8 years

#1,660 of 6,040 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,002+0.0%

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 = 11.0% of funddiversified

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
97.4%
Cash
2.6%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.8%Low

Year-on-year price swings

Max drawdown
-13.1%Mild

Worst peak-to-trough loss

Sharpe (3Y)
-0.07Below average
Sortino (3Y)
-0.10Moderate downside risk

Bond profile

Duration

4.8 years

Avg maturity

10.3 years

Credit ratings

AAA
13.9%
AA
35.1%
A
33.6%
BBB
7.8%
BB
4.4%
Other
5.3%

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

Next steps

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Data updated on 2026-09-18