HDUSHartford Disciplined US Equity ETF
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%
#870 of 6,040 · low cost
Fund Size
$115M
#2,960 of 6,040 · mid-size
Return (1Y)
+15.9%
Track Record
3 years
#2,806 of 6,040 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,610+16.1%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Large
Strategy
Index tracking
Factor
Multifactor
Index tracked
Hartford Disciplined US Equity Index
Holdings
By weightConcentration
Top 10 holdings = 35.8% of funddiversified
NVIDIA Corp
7.1%
Alphabet Inc
6.1%
Microsoft Corp
5.2%
Apple Inc
5.0%
Amazon.com Inc
3.8%
Broadcom Inc
2.7%
Meta Platforms Inc
2.1%
Tesla Inc
1.4%
Exxon Mobil Corp
1.2%
Johnson & Johnson
1.2%
Asset allocation
Stocks
99.7%
Cash
0.3%
By sector
Technology
36.5%
Financial Services
12.7%
Communication
10.0%
Consumer Cyclical
10.0%
Healthcare
7.3%
Industrials
7.1%
Consumer Defensive
5.3%
Real Estate
4.7%
Other
6.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
11.6%Moderate
Year-on-year price swings
Max drawdown
-17.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
1.12Strong risk-adjusted returns
Sortino (3Y)
1.64Good downside protection
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
- Employs a passive indexing approach to track the Hartford Disciplined US Equity Index, which enhances return potential through multifactor stock selection across value, momentum, and quality factors. The Index comprises large capitalization securities, targeting balanced exposures while controlling for total active risk and reducing volatility relative to the capitalization-weighted universe.
- Inception date
- November 16, 2022
- Fund family
- Hartford Mutual Funds
Similar funds
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Data updated on 2026-09-18