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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 just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings HLGE

  • Current Portfolio Date
  • Equity Holdings 327
  • Bond Holdings 0
  • Other Holdings 1
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.02
87,803
Communication Services
1.00
86,262
Communication Services
0.96
82,598
Healthcare
0.95
82,000
Communication Services
0.91
78,421
Consumer Cyclical
0.89
76,412
Technology
0.86
74,595
Financial Services
0.86
74,570
Technology
0.86
73,882
Technology