HDUS - ETF AI Analysis
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Hartford Disciplined US Equity ETF (HDUS)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown solid gains so far this year and in recent months, indicating positive momentum.
Leading Growth Companies in Top Holdings
Several major positions like Nvidia, Alphabet, Amazon, Broadcom, Meta, Johnson & Johnson, and Exxon Mobil have delivered strong year-to-date results, helping support the fund’s overall performance.
Low Expense Ratio
The fund’s relatively low annual fee means more of any returns stay in investors’ pockets instead of going to costs.
Negative Factors
Heavy Tilt Toward Technology
With a large share of assets in the technology sector, the ETF could be hit hard if tech stocks fall out of favor.
High U.S. Concentration
Almost all of the fund’s holdings are in U.S. companies, offering very limited diversification across global markets.
Some Large Holdings Are Lagging
Big positions such as Microsoft, Apple, and Tesla have shown weak year-to-date performance, which could drag on future returns if this trend continues.
HDUS vs. SPDR S&P 500 ETF (SPY)
AUM197.41M
RegionNorth America
Expense Ratio0.19%
Beta0.93
IssuerHartford
Inception DateNov 17, 2022
Dividend Yield1.31%
Asset ClassEquity
Index TrackedHartford Disciplined US Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume6,280
30 Day Avg. Volume7,424
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
84.66Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering239
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HDUS Summary
HDUS is an exchange-traded fund that follows the Hartford Disciplined US Equity Index, focusing mainly on large U.S. companies across many sectors. It holds big, familiar names like Apple, Microsoft, Nvidia, Amazon, and Johnson & Johnson, giving investors broad exposure to leading American businesses in one investment. Someone might consider HDUS for long-term growth and diversification, since it spreads money across technology, financials, health care, and more. However, the fund is heavily tilted toward technology stocks and large U.S. companies, so its value can rise and fall significantly with swings in the tech sector and the overall U.S. stock market.
How much will it cost me?The Hartford Disciplined US Equity ETF (HDUS) has an expense ratio of 0.19%, which means you’ll pay $1.90 per year for every $1,000 invested. This is lower than average for actively managed ETFs, as it focuses on disciplined strategies while keeping costs relatively low.
What would affect this ETF?The Hartford Disciplined US Equity ETF (HDUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Nvidia, Microsoft, and Apple. However, rising interest rates or economic slowdowns could negatively impact consumer spending and the financial sector, while regulatory changes in tech or healthcare could pose risks to key holdings. Overall, the ETF's focus on large-cap U.S. companies provides stability but is sensitive to broader economic and sector-specific trends.
HDUS Top 10 Holdings
HDUS is leaning heavily into U.S. mega-cap tech, with names like Nvidia, Apple, Alphabet, and Broadcom steering the ship. Micron has been the real rocket lately, giving the fund a strong boost from the semiconductor side, while Nvidia and Broadcom are also rising over the longer run despite some recent wobbling. On the flip side, Microsoft and Meta have been losing a bit of steam, acting as mild brakes rather than anchors. With all its top holdings rooted in the U.S., this ETF is essentially a bet on American Big Tech and AI-driven growth.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 6.95% | $13.72M | $5.11T | 27.92% | 76 Outperform | |
| Apple | 5.59% | $11.02M | $4.63T | 49.33% | 79 Outperform | |
| Alphabet Class A | 5.53% | $10.91M | $4.33T | 98.22% | 85 Outperform | |
| Microsoft | 4.65% | $9.18M | $2.86T | -23.49% | 79 Outperform | |
| Amazon | 3.44% | $6.79M | $2.64T | 9.03% | 71 Outperform | |
| Broadcom | 2.50% | $4.93M | $1.90T | 45.77% | 76 Outperform | |
| Meta Platforms | 2.15% | $4.23M | $1.70T | -6.73% | 76 Outperform | |
| Tesla | 1.40% | $2.75M | $1.53T | 30.06% | 73 Outperform | |
| Johnson & Johnson | 1.35% | $2.67M | $618.61B | 63.78% | 78 Outperform | |
| Micron | 1.20% | $2.36M | $1.11T | 686.40% | 79 Outperform |
HDUS Technical Analysis
Positive
―
Price Trends
70.66
Positive
67.97
Positive
66.32
Positive
Market Momentum
0.36
Negative
62.31
Neutral
93.28
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HDUS, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 70.82, equal to the 50-day MA of 70.66, and equal to the 200-day MA of 66.32, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 62.31 is Neutral, neither overbought nor oversold. The STOCH value of 93.28 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HDUS.
HDUS Peer Comparison
Comparison Results
Performance Comparison
HDUS
Hartford Disciplined US Equity ETF
72.05
12.79
21.58%
QLC
FlexShares US Quality Large Cap Index Fund
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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―
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IUS
Invesco RAFI Strategic US ETF
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PTL
Inspire 500 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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