Hartford Strategic Income ETF (HFSI)
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HFSI Chart
Hartford Strategic Income ETF Q3 2025 Commentary
The Hartford Strategic Income ETF outperformed the Bloomberg US Aggregate Bond Index during the period, helped by further spread tightening across most fixed-income sectors. The Fund's positioning in high yield had the biggest positive impact on performance overall while exposure to bank loans also contributed favorably. The Fund's select exposure to emerging markets debt, including corporates and sovereigns, had a favorable impact on performance.
HFSI: Active Bond ETF With Recent Outperformance
Hartford Strategic Income ETF delivers a 6% yield via an actively managed, globally diversified bond portfolio. The fund's portfolio features 80% U.S. debt, 53% investment grade, and a weighted average duration of 5.72 years. HFSI has outperformed both the U.S. bond benchmark ("BND") since its inception and major active ETF peers over 2.5 years.
Hartford Strategic Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,519 | $469,379.68 | $474,043.73 | $4,664.05 | 0.99% |
 Armand Doucette Surience Private Wealth LLC | 17,963 | $637,327.24 | $630,142.04 | -$7,185.2 | -1.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 613,012 | $21.75M | $21.48M | -$272,790.28 | -1.25% |
 Darren Tapley New England Capital Financial Advisors LLC | 2.54M | $88.6M | $89.14M | $536,072.56 | 0.61% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 17,212 | $597,601 | $602,936.36 | $5,335.36 | 0.89% |
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Hartford Strategic Income ETF Profile
| BATS Exchange | US Country |
Overview
The specified fund, managed by Wellington Management Company LLP (“Wellington Management”), focuses on investing primarily in a blend of domestic and foreign debt securities. Central to the investment philosophy is the pursuit of attractive yields, consideration of total returns, and the integration of a sustainability framework in the investment process. By channeling investments into non-investment grade and highly rated debt securities, the fund aims to achieve a balanced risk-return profile. A significant commitment is made to sustainability, with at least 80% of assets invested in securities of issuers that align with Wellington Management’s sustainability criteria, reflecting an environmentally and socially responsible investing approach.
Products and Services
- Domestic and Foreign Debt Securities Investments
This service entails the selection and management of a diversified portfolio of debt securities sourced from both domestic and international markets. The primary selection criterion is the potential for attractive yield, considering the overall return on investment. By navigating through various market conditions and employing skilled analysis, the fund seeks to capitalize on opportunities that promise rewarding yields.
- Non-Investment Grade and Highly Rated Securities
The fund specializes in investing in a mix of non-investment grade debt securities and securities with high credit ratings. This strategy aims to craft a portfolio that offers an optimal balance between risk and return, targeting securities that, while potentially riskier, offer higher yield prospects compared to their investment-grade counterparts.
- Sustainability Framework Integration
Central to the fund's strategy is the incorporation of a sustainability framework in its investment decisions. This involves allocating at least 80% of its assets towards securities of issuers whom Wellington Management identifies as fitting within its sustainability parameters. This approach not only targets financial returns but also supports issuers that are committed to addressing environmental and social challenges, aligning investments with broader values of responsibility and sustainability.
