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ETFs

Hartford Sustainable Income ETF

HSUN
$--
Today’s Change
-- (--)

Snapshot
*

Inception Date
Sep 21 2021
Expense Ratio
0.54%
Type
Global Bonds
Fund Owner
Hartford Funds
Volume (1m avg. daily)
$134,418
AUM
$55,328,489
Associated Index
None
Inverse/Leveraged
No
Passive/Active
Active
Fractionable on Composer
No
Prospectus
View

Top 10 Holdings

n/a
Fannie Mae 4.5 % TBA MBS Single Family 30 Years Maturity Settles October
4.05%
n/a
US TREASURY N/B 11/27 3.875
3.80%
n/a
US TREASURY N/B 11/48 3.375
3.12%
n/a
US TREASURY N/B 02/32 1.875
2.87%
n/a
US TREASURY N/B 02/33 3.5
2.81%
n/a
FNMA TBA 30 YR 6 SINGLE FAMILY MORTGAGE
2.51%
n/a
US TREASURY N/B 05/46 2.5
2.10%
n/a
TSY INFL IX N/B 07/29 0.25
1.35%
n/a
US TREASURY N/B 07/28 4.125
1.33%
n/a
TSY INFL IX N/B 02/50 0.25
1.08%
Invest with HSUN

What is HSUN?

The Fund seeks to achieve its investment objective by investing primarily in domestic and foreign debt securities that the sub-adviser, Wellington Management Company LLP ( Wellington Management ), considers to be attractive from a yield perspective while considering total return and also incorporating a sustainability framework (described below). The Fund normally invests in non-investment grade debt securities (also known as junk bonds ) and highly rated securities. The foreign debt securities in which the Fund invests include securities of emerging market issuers. The Fund may invest in various types of debt securities, including, but not limited to, corporate bonds; debt securities issued by foreign governments; U.S. government and agency securities; bank loans or loan participation interests in secured, second lien or unsecured variable, fixed or floating rate loans; and securitized debt (such as mortgage-related and asset-backed securities). The Fund may use derivatives including futures contracts, swaps, options and forward foreign currency contracts, to manage portfolio risk, for efficient replication of securities the Fund could buy or for other investment purposes. The Fund will normally invest at least 80% of its assets in securities of issuers that Wellington Management determines meet its sustainable investing criteria. For purposes of determining which issuers meet its sustainable investing criteria, Wellington Management will use its internally developed sustainability framework to identify issuers it believes have demonstrated a commitment to sustainable practices. These issuers include: (1) issuers that Wellington Management believes can have a positive social and/or environmental impact; (2) issuers that are leaders or demonstrating improvement in environmental, social and/or governance ( ESG ) characteristics, based on Wellington Management s proprietary insights; and/or (3) issuers that Wellington Management engages with on ESG characteristics in order to improve ESG disclosure and best practices.

ETFs related toHSUN

ETFs correlated to HSUN include PYLD, UNIY, IBDY

HSUN
Hartford Funds Exchange-Traded Trust - Hartford Sustainable Income ETF
PYLD
Pimco Exchange Traded Fund - PIMCO Multisector Bond Active Exchange-Traded Fund
UNIY
WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund
IBDY
iShares Trust - iShares iBonds Dec 2033 Term Corporate ETF
GTO
Invesco Capital Management LLC - Invesco Total Return Bond ETF
IUSB
BlackRock Institutional Trust Company N.A. - iShares Core Total USD Bond Market ETF
IGIB
BlackRock Institutional Trust Company N.A. - iShares Trust iShares 5-10 Year Investment Grade Corporate Bond ETF
SCHI
Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
AVIG
American Century ETF Trust - Avantis Core Fixed Income ETF
VCIT
Vanguard Group, Inc. - Vanguard Intermediate-Term Corporate Bond ETF
CGCP
Capital Group Companies Inc - Capital Group Core Plus Income ETF

What is ETF correlation?

Correlation is a measure of the strength of the relationship between two ETFs. It quantifies the degree to which prices of the two ETFs typically move together.

Here, correlation is measured over the past year with the Pearson correlation coefficient (Pearon’s r), which ranges from -1 to 1.

Using ETF correlations in portfolio and strategy construction

ETF correlations can help you create investing strategies and portfolios. Use them to:

  • •Build a diversified portfolio from uncorrelated or inversely correlated ETFs with the aim of minimizing portfolio risk.
  • •Compare correlated or related ETFs to find one with a lower expense ratio or higher trading volume.
  • •Create an investing strategy that hedges an ETF with an uncorrelated or inversely correlated ETF.

Automated Strategies
Related toHSUN

#RB

Rotating Bonds

Category

Getting Defensive, Diversification

Risk Rating

Moderate

#BTD

Buy the Dips: Nasdaq 100

Category

Featured, Technology Focus

Risk Rating

Aggressive

Create your own algorithmic trading strategy with HSUN using Composer

FAQ

HSUN is a Global Bonds ETF. The Fund seeks to achieve its investment objective by investing primarily in domestic and foreign debt securities that the sub-adviser, Wellington Management Company LLP ( Wellington Management ), considers to be attractive from a yield perspective while considering total return and also incorporating a sustainability framework (described below). The Fund normally invests in non-investment grade debt securities (also known as junk bonds ) and highly rated securities. The foreign debt securities in which the Fund invests include securities of emerging market issuers. The Fund may invest in various types of debt securities, including, but not limited to, corporate bonds; debt securities issued by foreign governments; U.S. government and agency securities; bank loans or loan participation interests in secured, second lien or unsecured variable, fixed or floating rate loans; and securitized debt (such as mortgage-related and asset-backed securities). The Fund may use derivatives including futures contracts, swaps, options and forward foreign currency contracts, to manage portfolio risk, for efficient replication of securities the Fund could buy or for other investment purposes. The Fund will normally invest at least 80% of its assets in securities of issuers that Wellington Management determines meet its sustainable investing criteria. For purposes of determining which issuers meet its sustainable investing criteria, Wellington Management will use its internally developed sustainability framework to identify issuers it believes have demonstrated a commitment to sustainable practices. These issuers include: (1) issuers that Wellington Management believes can have a positive social and/or environmental impact; (2) issuers that are leaders or demonstrating improvement in environmental, social and/or governance ( ESG ) characteristics, based on Wellington Management s proprietary insights; and/or (3) issuers that Wellington Management engages with on ESG characteristics in order to improve ESG disclosure and best practices.

Yes, HSUN is actively managed. In an actively managed fund, the fund manager makes decisions about how funds are invested. A passively managed fund typically tries to track or follow a market index.

No, HSUN is not passively managed. It is actively managed. A passively managed fund typically tries to track or follow a market index. In an actively managed fund, the fund manager makes decisions about how funds are invested.

The 1-month return on HSUN is -0.0056%. This is the percent change in the value of HSUN over the most recent 1-month period. The 3-month return on HSUN is -0.0152%. This is the percent change in the value of HSUN over the most recent 3-month period.

The standard deviation of HSUN for the past year is 0.0646%. Standard deviation is the typical amount that the daily returns vary from the mean of the returns over the time period, standardized to a period of a year.

ETFs similar to HSUN include GVI, BLV, and BSV.

ETFs correlated to HSUN include PYLD, UNIY, and IBDY.

ETFs that are inversely correlated to HSUN include PST, TBX, and TTT.

Disclaimers

*

We show information directly obtained from our data provider, Xignite. Data shown here is provided by Xignite, an unaffiliated third party. Composer believes the information shown here is reliable, but has not been verified and there is no guarantee that the information is accurate.

**

We show information based on calculations performed by Composer using data from our provider. Information provided here is based on calculations performed by Composer using data sourced from Xignite, an unaffiliated third party. Composer believes this information is reliable, but has not verified the data and there is no guarantee that the calculations are accurate.