ACSM - ETF AI Analysis
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Hartford Alpha Capture SMID Cap ETF (ACSM)
Rating:67Neutral
Price Target:―
Positive Factors
Broad Sector Diversification
The fund spreads its investments across many different sectors, which can help reduce the impact if any one industry runs into trouble.
Several Strong-Performing Top Holdings
Some of the largest positions, such as MKS and Sonoco Products, have shown strong gains, supporting the ETF’s overall results.
Positive Year-to-Date Performance
The ETF has delivered a modest positive return so far this year, showing it has been able to grow investors’ capital in the recent period.
Negative Factors
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of your returns go toward fees instead of staying in your pocket.
Weakness in Some Top Holdings
A few key positions, including UDR, Camden Property, and Ally Financial, have shown weak performance, which can drag on the fund’s overall results.
Heavy U.S. Market Focus
With almost all assets invested in U.S. companies, the ETF offers little geographic diversification and is highly sensitive to the U.S. economy.
ACSM vs. SPDR S&P 500 ETF (SPY)
AUM15.87M
RegionNorth America
Expense Ratio0.52%
BetaN/A
IssuerHartford
Inception DateSep 29, 2026
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume49,935
30 Day Avg. Volume49,935
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
52.19Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering217
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACSM Summary
The Hartford Alpha Capture SMID Cap ETF (ACSM) invests in small- and mid-sized U.S. companies across many industries, rather than tracking a single index. It focuses on the “extended market,” meaning stocks outside the biggest household names, giving investors a way to tap into the growth potential of smaller firms. Well-known holdings include Ally Financial and Valvoline. Someone might invest in ACSM for diversification and the chance for long-term growth from up-and-coming companies. A key risk is that smaller-company stocks can be more volatile and can go up and down more than the overall market.
How much will it cost me?This ETF has an expense ratio of 0.52%, which means you’ll pay about $5.20 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because this fund is actively managed, aiming to pick small- and mid-cap stocks that can outperform the market.
What would affect this ETF?This ETF could benefit if the U.S. economy stays healthy, since small- and mid-sized companies in sectors like industrials, financials, technology, and health care often grow faster when business activity, lending, and innovation are strong. On the other hand, rising interest rates, a slowdown in the U.S. economy, or stress in financials and real estate names like banks and property companies in its top holdings could hurt performance, as smaller firms tend to be more sensitive to borrowing costs and economic downturns.
ACSM Top 10 Holdings
This Hartford small- and mid-cap fund leans heavily into U.S. industrials, financials, and real estate, and its story is one of mixed momentum. MKS Instruments has been a key bright spot, riding strong demand and helping offset weakness elsewhere, while Sonoco and Valvoline are also quietly pulling their weight despite some recent choppiness. On the flip side, Ally Financial and apartment REITs like Camden and UDR are dragging the fund, as rate-sensitive names lose steam. With no single stock dominating, performance is driven by broad U.S. sector swings rather than one star player.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| SouthState Corporation | 1.30% | $205.97K | $9.72B | 6.78% | 79 Outperform | |
| Pinnacle Financial Partners | 1.19% | $189.34K | $14.20B | 8.81% | 73 Outperform | |
| MKS | 1.18% | $187.47K | $17.88B | 118.13% | 75 Outperform | |
| UDR | 1.13% | $178.86K | $17.82B | -4.45% | 64 Neutral | |
| Boise Cascade | 1.08% | $171.00K | $2.57B | 1.73% | 64 Neutral | |
| Valvoline | 1.07% | $170.24K | $3.86B | -9.02% | 68 Neutral | |
| Camden Property | 1.06% | $168.75K | $13.20B | -4.02% | 73 Outperform | |
| Sonoco Products | 1.00% | $158.75K | $4.74B | 20.98% | 63 Neutral | |
| Ally Financial | 0.99% | $157.37K | $11.43B | 1.70% | 67 Neutral | |
| CareTrust REIT | 0.99% | $156.90K | $8.51B | 8.56% | 80 Outperform |
ACSM Technical Analysis
Neutral
―
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACSM, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of ―, equal to the 50-day MA of ―, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of ― indicates undefined momentum. The RSI at ― is undefined, neither overbought nor oversold. The STOCH value of ― is undefined, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ACSM.
ACSM Peer Comparison
Comparison Results
Performance Comparison
ACSM
Hartford Alpha Capture SMID Cap ETF
39.92
0.34
0.86%
OASC
OneAscent Small Cap Core ETF
―
―
―
MYLD
Cambria Micro and SmallCap Shareholder Yield ETF
―
―
―
BCSM
Baron SMID Cap ETF
―
―
―
IVSS
Applied Finance IVS US SMID ETF
―
―
―
BRSM
MFS Blended Research Small-Mid Cap ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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