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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 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

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Portfolio Holdings HLGE

More HLGE Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

1.11 109,709
Communication Services

eBay Inc

1.05 103,408
Consumer Cyclical

Yelp Inc Class A

1.04 102,936
Communication Services

Merck & Co Inc

1.02 100,790
Healthcare

Qualcomm Inc

1.00 99,312
Technology

Meta Platforms Inc Class A

0.98 96,828
Communication Services

CarGurus Inc Class A

0.94 92,715
Consumer Cyclical

Hewlett Packard Enterprise Co

0.94 92,548
Technology

Amazon.com Inc

0.92 90,742
Consumer Cyclical

Texas Instruments Inc

0.90 89,396
Technology