Skip to Content
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.

Increased confidence in Hartford Longevity Economy ETF's prospects relative to its Morningstar Category peers results in an upgrade in this strategy's Morningstar Medalist Rating to Silver from Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HLGE

More HLGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

1.16 122,274
Communication Services

Qualcomm Inc

1.14 119,827
Technology

eBay Inc

1.02 106,981
Consumer Cyclical

Texas Instruments Inc

1.01 106,649
Technology

Merck & Co Inc

0.99 103,919
Healthcare

Dell Technologies Inc Ordinary Shares - Class C

0.96 100,801
Technology

NVIDIA Corp

0.95 100,021
Technology

Yelp Inc Class A

0.94 98,900
Communication Services

Hewlett Packard Enterprise Co

0.94 98,377
Technology

Pinterest Inc Class A

0.93 97,729
Communication Services