Morningstar

Hartford Disciplined US Equity ETF HDUS

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis HDUS

Will HDUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HDUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HDUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HDUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford Disciplined US Equity ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HDUS

More HDUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 30.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

5.59 6.8 Mil
Technology

Apple Inc

5.26 6.4 Mil
Technology

NVIDIA Corp

5.04 6.1 Mil
Technology

Alphabet Inc Class A

3.91 4.8 Mil
Communication Services

Amazon.com Inc

3.22 3.9 Mil
Consumer Cyclical

Meta Platforms Inc Class A

1.97 2.4 Mil
Communication Services

Johnson & Johnson

1.66 2.0 Mil
Healthcare

Verizon Communications Inc

1.39 1.7 Mil
Communication Services

Broadcom Inc

1.35 1.6 Mil
Technology

PepsiCo Inc

1.28 1.6 Mil
Consumer Defensive

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