HTABHartford Schroders Tax-Aware Bond ETF
HTAB Fund Description
HTAB is an actively managed fund of US investment-grade debt selected for tax-efficient cash flow. Investments include both taxable and tax-free debt, and the fund uses derivatives to supplement its tax-efficient strategy.
HTAB Factset Analytics Insight
HTAB invests in a wide range of debt securities with varying maturities, including US government and agency debt, government-sponsored enterprise securities, corporate bonds, mortgage-backed securities, TBAs, other forms of asset-backed securities, municipal securities, sovereign debt, and supranational debt. All holdings are investment-grade and US dollar-denominated debt. Although the fund can invest in a broad variety of debt securities, the advisor seeks tax-efficient, but not necessarily tax-free, cash flow. Significant exposure to municipal securities can be expected. Specifically, the fund can hold substantial positions in California, New York, and Texas municipal bonds.
HTAB Summary Data
HTAB Portfolio Data
HTAB Index Data
HTAB Portfolio Management
HTAB Tax Exposures
HTAB Fund Structure
HTAB Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of HTAB. HTAB is rated a N/A out of 5.