HQGOHartford US Quality Growth ETF

Grow my money2y track recordRanked #1,871 of 2,960 in this goal

By Hartford Mutual Funds · Launched 2023

Annual Cost

0.34%

#1,585 of 5,562 · low cost

Fund Size

$51M

#3,554 of 5,562 · mid-size

Return (1Y)Goal

+24.0%

Track Record

2 years

#3,318 of 5,562 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,439+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 enhanced

Factor

Multifactor

Index tracked

Hartford US Quality Growth Index

What it actually holds

By weight

Concentration

Top 10 holdings = 40.3% of fundmoderately concentrated

Alphabet Inc

7.1%

Apple Inc

5.2%

NVIDIA Corp

5.2%

Amazon.com Inc

4.7%

Microsoft Corp

3.8%

Meta Platforms Inc

3.6%

Broadcom Inc

3.2%

Eli Lilly & Co

2.6%

Tesla Inc

2.5%

Exxon Mobil Corp

2.3%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

42.1%

Consumer Cyclical

13.5%

Communication

13.1%

Healthcare

9.2%

Industrials

6.1%

Financial Services

6.0%

Consumer Defensive

3.9%

Energy

3.6%

Other

2.5%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.9%Moderate

Year-on-year price swings

Max drawdown

-20.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)

Unavailable

Needs 3+ years of history

Sortino (3Y)

Not yet

Needs 3+ years of history

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Strategy: Seeks to provide investment results that correspond to the total return performance of the Hartford US Quality Growth Index (LHQGOX), which aims for long-term capital appreciation by investing in US equities with favorable growth characteristics. The Index uses a rules-based methodology to deliver exposure to growth companies while mitigating risk through factor security selection. The Index is comprised of US large capitalization securities, typically including 100-300 components, and is adjusted twice annually.
Inception date: December 5, 2023
Fund family: Hartford Mutual Funds