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 the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford US Value ETF holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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 19.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

EOG Resources Inc

2.01 1M
Energy

Meta Platforms Inc Class A

1.98 987,762
Communication Services

Elevance Health Inc

1.94 966,509
Healthcare

Target Corp

1.93 963,922
Consumer Defensive

Bristol-Myers Squibb Co

1.91 955,409
Healthcare

Mastercard Inc Class A

1.87 933,288
Financial Services

Visa Inc Class A

1.86 927,140
Financial Services

Berkshire Hathaway Inc Class B

1.86 926,836
Financial Services

Progressive Corp

1.85 925,446
Financial Services

Prudential Financial Inc

1.82 907,248
Financial Services

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