ACVU - ETF AI Analysis
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Hartford Alpha Capture Value ETF (ACVU)
ACVU’s rating suggests it is a solid, but not flawless, value-focused ETF, supported by high-quality leaders like Microsoft, Apple, Merck, and Chubb, which bring strong financial performance, positive earnings outlooks, and attractive long-term growth drivers such as cloud, AI, and healthcare pipelines. The fund’s score is held back somewhat by holdings like Philip Morris and Berkshire Hathaway B, where higher leverage, bearish technical trends, or less compelling valuation and income profiles introduce more risk, and investors should also note the concentration in large U.S. technology and healthcare names as a key factor in the fund’s overall risk profile.
ACVU vs. SPDR S&P 500 ETF (SPY)
- AUM
- 280.93M
- Region
- North America
- Expense Ratio
- 0.45%
- Beta
- 0.63
- Issuer
- Hartford
- Inception Date
- Oct 16, 2023
- Dividend Yield
- 1.66%
- Asset Class
- Equity
- Index Tracked
- No Underlying Index
ACVU Summary
ACVU (Hartford Alpha Capture Value ETF) is a U.S. stock fund that focuses on large, established companies that appear reasonably priced, following a value-investing theme rather than a specific index. It spreads your money across many sectors, including financials, health care, and technology, with well-known names like Microsoft and Amazon among its top holdings. Someone might invest in ACVU to seek long-term growth while staying diversified in big, stable companies that may be undervalued today. A key risk is that these stocks can still rise and fall with the overall stock market, so your investment value can go up or down.
How much will it cost me?
This ETF has an expense ratio of 0.45%, which means you’ll pay about $4.50 per year for every $1,000 invested. That’s higher than the average low-cost index ETF because this fund is actively managed, with professionals selecting value-focused large-cap stocks rather than simply tracking a market index.
What would affect this ETF?
Future returns for this U.S.-focused large-cap value ETF will likely be helped by steady economic growth, stable or falling interest rates, and strong performance from its big technology and health care holdings like Microsoft, Amazon, and AbbVie. On the other hand, rising interest rates, a slowdown in the U.S. economy, or regulatory and political pressures on financials, tech, and health care companies could weigh on the fund, and its value tilt may lag during periods when high-growth stocks are strongly favored.
ACVU Top 10 Holdings
This value-tilted ETF is quietly powered by a trio of Big Tech names: Microsoft, Amazon, and Apple, all rising and giving the fund a growth-flavored backbone despite its value label. Financials add muscle, with Chubb and Berkshire Hathaway steadily contributing, even if Berkshire’s momentum has been a bit mixed. Health care is another key pillar, where AbbVie and Johnson & Johnson have been climbing, offsetting Merck’s recent wobble. Diamondback Energy’s strong run adds a cyclical kick. Overall, it’s a U.S.-centric, large-cap mix with a noticeable tilt toward tech, financials, and health care leaders.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 MSFT | Microsoft | 7.57% | $21.07M | $3.88T | -0.73% | 79Outperform |
 AMZN | Amazon | 6.67% | $18.58M | $2.59T | 7.85% | 71Outperform |
 AAPL | Apple | 4.79% | $13.34M | $5.03T | 26.98% | 79Outperform |
 CB | Chubb | 3.33% | $9.28M | $139.12B | 30.95% | 80Outperform |
 ABBV | AbbVie | 2.46% | $6.86M | $521.11B | 29.22% | 66Neutral |
 JNJ | Johnson & Johnson | 2.36% | $6.56M | $657.68B | 44.51% | 78Outperform |
 PM | Philip Morris | 2.25% | $6.26M | $325.43B | 43.24% | 61Neutral |
 BRK.B | Berkshire Hathaway B | 2.08% | $5.78M | $1.16T | 13.37% | 66Neutral |
 FANG | Diamondback | 2.02% | $5.63M | $59.39B | 49.19% | 81Outperform |
ACVU Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ACVU, the sentiment is Positive. The current price of 32.57 is above the 20-day moving average (MA) of 32.11, above the 50-day MA of 31.91, and above the 200-day MA of 30.19, indicating a bullish trend. The MACD of 0.25 indicates Negative momentum. The RSI at 63.11 is Neutral, neither overbought nor oversold. The STOCH value of 85.76 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACVU.
ACVU Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ACVU | $32.57 | $35.00(7.45% Upside) | $280.93M | 0.45% | 72Outperform |
 BASV | $31.02 | $37.12(19.67% Upside) | $426.02M | 0.71% | 66Neutral |
 FLV | $88.11 | $98.95(12.30% Upside) | $401.69M | 0.42% | 71Outperform |
 BLCV | $43.18 | $50.14(16.11% Upside) | $356.22M | 0.45% | 70Outperform |
 BEDY | $29.66 | $33.90(14.31% Upside) | $327.83M | 0.50% | 64Neutral |
 FLCV | $37.86 | $42.45(12.13% Upside) | $232.62M | 0.32% | 72Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ACVU | Hartford Alpha Capture Value ETF | 32.57 | 6.31 | 24.02% | |
| BASV | Brown Advisory Sustainable Value ETF | 31.02 | 3.91 | 14.42% | |
| FLV | American Century Focused Large Cap Value ETF | 88.11 | 16.88 | 23.70% | |
| BLCV | BlackRock Large Cap Value ETF | 43.18 | 7.72 | 21.76% | |
| BEDY | BNY Mellon Enhanced Dividend and Income ETF | 29.66 | 5.01 | 20.34% | |
| FLCV | Federated Hermes MDT Large Cap Value ETF | 37.86 | 7.84 | 26.12% |
This 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.