HDUS - ETF AI Analysis
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Hartford Disciplined US Equity ETF (HDUS)
Rating:75Outperform
Price Target:―
Positive Factors
Strong Overall Performance
The fund has delivered strong year-to-date returns, showing solid recent momentum for investors.
Leading Growth Companies in Top Holdings
Several of the largest positions, including major technology and consumer names, have shown strong gains and help drive the ETF’s performance.
Low Expense Ratio
The ETF charges a relatively low fee, which helps investors keep more of the returns generated by the portfolio.
Negative Factors
Heavy Tilt Toward Technology
A large portion of the fund is invested in the technology sector, which can increase sensitivity to swings in tech stocks.
Mixed Performance Among Top Holdings
Some major positions, including well-known technology and social media companies, have shown weaker or negative performance, which can drag on overall returns.
Concentration in U.S. Market
Almost all of the ETF’s assets are in U.S. companies, offering little geographic diversification if the U.S. market faces a downturn.
HDUS vs. SPDR S&P 500 ETF (SPY)
AUM123.34M
RegionNorth America
Expense Ratio0.19%
Beta0.93
IssuerHartford
Inception DateNov 17, 2022
Dividend Yield1.28%
Asset ClassEquity
Index TrackedHartford Disciplined US Equity Index - Benchmark TR Gross
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume13,688
30 Day Avg. Volume33,793
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
87.72Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering238
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HDUS Summary
Hartford Disciplined US Equity ETF (HDUS) is an exchange-traded fund that follows the Hartford Disciplined US Equity Index, focusing on large, well-established American companies. It holds many big names, including Apple and Nvidia, and spreads investments across sectors like technology, finance, and health care. Someone might invest in HDUS to get broad, long-term exposure to leading U.S. stocks in a single, diversified fund. However, the fund is heavily tilted toward technology and other large growth companies, so its value can rise and fall significantly with swings in the overall stock market and tech sector.
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 powered by a heavy tilt toward U.S. Big Tech, with Nvidia, Microsoft, Apple, Alphabet, and Amazon steering the ship. Microsoft and Amazon have been rising lately, giving the fund a helpful push, while Nvidia’s performance has been more mixed, adding some drama to the tech story. Apple and Alphabet look steadier, helping balance out the bumps. Outside of tech, steady gains from defensive names like Johnson & Johnson and Exxon Mobil act as ballast, but the fund’s core story is clear: it lives and breathes large-cap U.S. technology.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 7.58% | $8.89M | $5.55T | 32.19% | 76 Outperform | |
| Microsoft | 6.06% | $7.12M | $3.71T | -0.89% | 79 Outperform | |
| Apple | 5.63% | $6.60M | $4.67T | 34.93% | 79 Outperform | |
| Alphabet Class A | 5.05% | $5.93M | $4.12T | 41.20% | 85 Outperform | |
| Amazon | 3.52% | $4.12M | $2.79T | 7.86% | 71 Outperform | |
| Broadcom | 2.15% | $2.53M | $1.70T | 6.30% | 76 Outperform | |
| Meta Platforms | 2.02% | $2.37M | $1.57T | -19.88% | 76 Outperform | |
| Johnson & Johnson | 1.40% | $1.64M | $663.28B | 55.53% | 78 Outperform | |
| Exxon Mobil | 1.23% | $1.44M | $655.73B | 44.12% | 74 Outperform | |
| Tesla | 1.21% | $1.42M | $1.40T | 6.11% | 73 Outperform |
HDUS Technical Analysis
Neutral
―
Price Trends
72.87
Positive
71.50
Positive
68.26
Positive
Market Momentum
0.23
Positive
46.88
Neutral
29.44
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HDUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 74.01, equal to the 50-day MA of 72.87, and equal to the 200-day MA of 68.26, indicating a neutral trend. The MACD of 0.23 indicates Positive momentum. The RSI at 46.88 is Neutral, neither overbought nor oversold. The STOCH value of 29.44 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for HDUS.
HDUS Peer Comparison
Comparison Results
Performance Comparison
HDUS
Hartford Disciplined US Equity ETF
73.28
10.79
17.27%
IUS
Invesco RAFI Strategic US ETF
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―
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
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SPHB
Invesco S&P 500 High Beta ETF
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―
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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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