HDUSHartford Disciplined US Equity ETF

Grow my money3y track recordRanked #1,120 of 2,960 in this goal

Seeks to provide investment results that correspond to the total return performance of an index tracking U.S. large cap equity securities.

By Hartford Mutual Funds · Launched 2022

Annual Cost

0.19%

#957 of 5,562 · low cost

Fund Size

$193M

#2,334 of 5,562 · mid-size

Return (1Y)Goal

+24.3%

Track Record

3 years

#2,862 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,436+24.4%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Multifactor

Index tracked

Hartford Disciplined US Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 34.6% of fund✓ well diversified

NVIDIA Corp

6.9%

Microsoft Corp

5.0%

Alphabet Inc

5.0%

Apple Inc

4.5%

Amazon.com Inc

3.6%

Meta Platforms Inc

2.6%

Broadcom Inc

2.3%

Johnson & Johnson

2.0%

Tesla Inc

1.5%

JPMorgan Chase & Co

1.3%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

36.4%

Financial Services

11.9%

Communication

11.3%

Consumer Cyclical

10.2%

Industrials

7.1%

Healthcare

6.4%

Consumer Defensive

5.3%

Real Estate

4.9%

Other

6.4%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.3%Moderate

Year-on-year price swings

Max drawdown

-17.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

1.10Strong risk-adjusted returns

Sortino (3Y)

1.61Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond to the total return performance of an index tracking U.S. large cap equity securities.
Strategy: Invests primarily in securities of the Hartford Disciplined US Equity Index (LHDUSX), which enhances return potential through multifactor stock selection and a comprehensive risk framework. The rules-based methodology targets balanced exposures across value, momentum, and quality factors while enhancing dividend yield and controlling total active risk. The Index comprises large-cap securities among the 1,000 largest U.S. companies, adjusted twice annually. The Adviser uses a passive approach to achieve the Fund's objective, investing at least 80% of assets in Index securities.
Inception date: November 16, 2022
Fund family: Hartford Mutual Funds