ACVU - ETF AI Analysis
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Hartford Alpha Capture Value Etf (ACVU)
Rating:72Outperform
Price Target:―
Positive Factors
Solid Year-To-Date Performance
The ETF has delivered strong gains so far this year, suggesting its value-focused strategy has been working well recently.
Strong Top Holdings Mix
Several of the largest positions, including Apple, ConocoPhillips, AbbVie, Johnson & Johnson, and Philip Morris, have shown strong performance, helping support the fund’s overall returns.
Broad Sector Diversification
The fund is spread across many sectors such as financials, technology, health care, industrials, and consumer-related industries, which helps reduce the impact of weakness in any single area.
Negative Factors
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, which means performance is heavily tied to the health of the U.S. market.
Notable Weakness in a Major Holding
Microsoft, one of the fund’s largest positions, has shown weak performance this year, which can drag on overall returns.
Moderate Expense Ratio
The ETF’s fees are not extremely high but are also not among the lowest, which slightly reduces the net return investors keep over time.
ACVU vs. SPDR S&P 500 ETF (SPY)
AUM179.30M
RegionNorth America
Expense Ratio0.45%
Beta0.63
IssuerHartford
Inception DateOct 16, 2023
Dividend Yield1.69%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,310
30 Day Avg. Volume8,101
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
37.32Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering105
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ACVU Summary
Hartford Alpha Capture Value ETF (ACVU) focuses on large U.S. companies that look reasonably priced compared with their business strength, following a value theme rather than a specific index. It spreads your money across many sectors, including financials, technology, health care, and energy, aiming for steady long-term growth with diversification. Well-known holdings include Amazon, Microsoft, and Apple, along with blue-chip names like Johnson & Johnson and Visa. This ETF may appeal to investors who want broad exposure to strong, established companies at attractive prices. A key risk is that its stock prices can rise and fall with the overall market, and value stocks can stay out of favor for long periods.
How much will it cost me?The Hartford Quality Value ETF (QUVU) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting high-quality, undervalued large-cap stocks rather than simply tracking an index.
What would affect this ETF?The Hartford Quality Value ETF (QUVU) could benefit from economic stability and growth in the U.S., particularly as its focus on large-cap value stocks aligns well with sectors like Financials and Technology, which are poised to perform strongly in favorable market conditions. However, challenges such as rising interest rates or regulatory changes affecting top holdings like Alphabet and Bank of America could negatively impact the fund's performance. Additionally, sector-specific risks in areas like Energy or Real Estate may introduce volatility depending on broader economic trends.
ACVU Top 10 Holdings
This U.S.-focused value ETF leans heavily on big, steady franchises, with tech and health care quietly steering the ship. Microsoft is doing much of the heavy lifting as its cloud and AI story keeps the stock rising, while Amazon’s recent wobble makes it more of a mixed contributor. In health care, Merck and Johnson & Johnson are bright spots, adding some defensive muscle with solid, rising performance. On the flip side, Duke Energy has been lagging, and Apple looks like it’s catching its breath, no longer sprinting ahead.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Microsoft | 7.27% | $13.03M | $3.65T | -3.42% | 79 Outperform | |
| Amazon | 6.80% | $12.17M | $2.72T | 10.40% | 71 Outperform | |
| Apple | 4.39% | $7.87M | $4.60T | 41.97% | 79 Outperform | |
| Conocophillips | 3.78% | $6.77M | $164.02B | 45.58% | 78 Outperform | |
| Chubb | 3.07% | $5.49M | $130.25B | 19.72% | 80 Outperform | |
| Johnson & Johnson | 2.23% | $3.99M | $643.64B | 49.22% | 78 Outperform | |
| Duke Energy | 2.12% | $3.80M | $93.90B | -2.24% | 70 Outperform | |
| AbbVie | 2.12% | $3.79M | $443.39B | 15.79% | 66 Neutral | |
| Philip Morris | 2.03% | $3.64M | $289.45B | 13.02% | 61 Neutral | |
| Merck & Company | 1.91% | $3.42M | $363.98B | 69.95% | 80 Outperform |
ACVU Technical Analysis
Positive
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Price Trends
31.89
Positive
31.01
Positive
29.41
Positive
Market Momentum
-0.02
Positive
47.16
Neutral
18.94
Positive
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 undefined is equal to the 20-day moving average (MA) of 32.18, equal to the 50-day MA of 31.89, and equal to the 200-day MA of 29.41, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 47.16 is Neutral, neither overbought nor oversold. The STOCH value of 18.94 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ACVU.
ACVU Peer Comparison
Comparison Results
Performance Comparison
ACVU
Hartford Alpha Capture Value Etf
31.93
6.28
24.48%
JDVL
John Hancock Disciplined Value Select ETF
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BASV
Brown Advisory Sustainable Value ETF
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FLV
American Century Focused Large Cap Value ETF
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BLCV
BlackRock Large Cap Value ETF
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BEDY
BNY Mellon Enhanced Dividend and Income ETF
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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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