HTAB Profile
The Hartford Schroders Tax-Aware Bond ETF aims to deliver income and capital preservation by investing in a diversified range of fixed income securities. The fund focuses on U.S. dollar-denominated, investment-grade debt instruments, which include bonds, debt securities, and similar assets. Its investment strategy is designed to manage interest rate and credit risk while providing a tax-efficient approach to income generation. By maintaining a diversified portfolio of high-quality fixed income securities, the ETF seeks to balance risk and return in a way that aligns with its investment objectives.
Under normal market conditions, the Hartford Schroders Tax-Aware Bond ETF invests at least 80% of its assets in investment-grade fixed income securities. These investments are selected from a broad spectrum of U.S. and non-U.S. public or private-sector entities, reflecting the fund’s commitment to diversification. The ETF’s strategy includes a range of fixed income instruments with varying maturities, allowing it to adapt to changing interest rates and economic conditions while maintaining a focus on credit quality and liquidity.
The ETF is managed with a tax-aware approach, meaning it incorporates strategies to minimize the impact of taxes on investment returns. This includes selecting securities and structuring investments in a way that seeks to enhance after-tax income for investors. The fund’s management team utilizes a combination of fundamental analysis and market research to identify opportunities within the fixed income market, aiming to optimize yield while managing risk and tax implications.
Investors in the Hartford Schroders Tax-Aware Bond ETF benefit from exposure to a diversified portfolio of high-quality fixed income securities, with an emphasis on tax efficiency. The fund is designed for those seeking a steady stream of income with lower risk compared to equities, as well as those interested in managing their tax liabilities effectively. The ETF’s diversified and tax-aware investment strategy provides a balanced approach to fixed income investing, aligning with the needs of income-focused investors.
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