The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.
Hartford US Value ETF VMAX
Morningstar’s Analysis VMAX
Will VMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 16.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CVS Health Corp | 2.11 | 128,496 | Healthcare |
EOG Resources Inc | 1.92 | 116,930 | Energy |
HP Inc | 1.91 | 116,237 | Technology |
Citigroup Inc | 1.77 | 107,797 | Financial Services |
M&T Bank Corp | 1.59 | 97,241 | Financial Services |
NRG Energy Inc | 1.57 | 95,615 | Utilities |
Best Buy Co Inc | 1.51 | 92,127 | Consumer Cyclical |
AT&T Inc | 1.51 | 92,083 | Communication Services |
Lincoln National Corp | 1.46 | 89,301 | Financial Services |
Valero Energy Corp | 1.46 | 89,218 | Energy |