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Hartford Longevity Economy ETF HLGE

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings HLGE

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

1.30 139,263
Technology

Alphabet Inc Class A

1.24 132,664
Communication Services

Qualcomm Inc

1.20 128,414
Technology

Hewlett Packard Enterprise Co

1.09 116,854
Technology

Broadcom Inc

1.04 110,932
Technology

Texas Instruments Inc

1.03 109,488
Technology

Apple Inc

1.02 108,852
Technology

NetApp Inc

1.01 107,521
Technology

eBay Inc

1.00 106,880
Consumer Cyclical

Meta Platforms Inc Class A

1.00 106,530
Communication Services