Morningstar

Hartford Longevity Economy ETF HLGE

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

Morningstar’s Analysis HLGE

Will HLGE 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 HLGE’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HLGE 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 HLGE’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford Longevity Economy 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 cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HLGE

More HLGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Meta Platforms Inc Class A

1.08 127,400
Communication Services

eBay Inc

1.08 127,315
Consumer Cyclical

CarGurus Inc Class A

1.00 117,622
Consumer Cyclical

Alphabet Inc Class A

1.00 117,227
Communication Services

NVIDIA Corp

0.96 112,320
Technology

Amazon.com Inc

0.95 111,078
Consumer Cyclical

Oracle Corp

0.94 110,994
Technology

Texas Instruments Inc

0.92 108,058
Technology

Qualcomm Inc

0.92 107,591
Technology

Seagate Technology Holdings PLC

0.90 105,448
Technology

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