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Morningstar

Hartford US Value ETF VMAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis VMAX

Will VMAX 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 VMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the VMAX 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 VMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford US Value ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings VMAX

More VMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vistra Corp

2.43 142,411
Utilities

Dell Technologies Inc Ordinary Shares - Class C

2.23 130,938
Technology

Citigroup Inc

2.20 128,793
Financial Services

Marathon Petroleum Corp

1.83 107,484
Energy

JPMorgan Chase & Co

1.80 105,487
Financial Services

Bank of America Corp

1.75 102,835
Financial Services

Valero Energy Corp

1.73 101,440
Energy

Verizon Communications Inc

1.72 100,625
Communication Services

EOG Resources Inc

1.69 99,138
Energy

Wells Fargo & Co

1.69 99,100
Financial Services