HEMI - ETF AI Analysis
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Hartford Equity Premium Income ETF (HEMI)
Rating:71Outperform
Price Target:―
Positive Factors
Strong Leading Tech Holdings
Several of the largest technology positions, including major chipmakers and internet companies, have shown strong gains this year, helping support the fund’s overall results.
Broad Sector Diversification
The ETF spreads its investments across many sectors such as technology, communication services, financials, consumer areas, and health care, which helps reduce the impact if one industry struggles.
Positive Recent Multi‑Month Performance
Despite a weak recent month, the fund has delivered solid gains over the past three months and has moved higher so far this year.
Negative Factors
Heavy Tilt Toward Technology
With a large portion of assets in the technology sector, the fund is especially sensitive to swings in tech stocks.
High U.S. Market Concentration
The ETF is invested almost entirely in U.S. companies, offering very limited geographic diversification.
Mixed Performance Among Top Holdings
While several major positions have done well, some large holdings have shown weak or negative performance this year, which can drag on the fund’s returns.
HEMI vs. SPDR S&P 500 ETF (SPY)
AUM35.91M
RegionNorth America
Expense Ratio0.49%
Beta0.80
IssuerHartford
Inception DateDec 16, 2025
Dividend Yield5.79%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume1,008
30 Day Avg. Volume1,380
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
51.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering76
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HEMI Summary
The Hartford Equity Premium Income ETF (HEMI) is an actively managed fund that invests mainly in large U.S. companies and aims to provide both income and growth. It focuses heavily on big, well-known tech names like Nvidia and Apple, along with other major firms across communication services, financials, and more. Instead of tracking a set index, it follows a theme of large-cap U.S. stocks while using an options strategy to try to generate extra income, which may appeal to investors seeking regular payouts plus stock market exposure. A key risk is that it is heavily tilted toward technology and can still go up and down with the overall market.
How much will it cost me?The Hartford Equity Premium Income ETF (HEMI) has an expense ratio of 0.49%, which means you’ll pay $4.90 per year for every $1,000 invested. This is higher than average because it is actively managed, using strategies like call writing to enhance returns and manage risk.
What would affect this ETF?The Hartford Equity Premium Income ETF (HEMI) could benefit from strong performance in the technology sector, which makes up a significant portion of its holdings, as well as continued growth in large-cap companies like Nvidia, Apple, and Microsoft. However, rising interest rates or economic slowdowns could negatively impact consumer spending and corporate earnings, which may weigh on sectors like consumer cyclical and financials. Additionally, market volatility could affect the ETF's call writing strategy, potentially limiting its income generation during periods of rapid market movements.
HEMI Top 10 Holdings
HEMI is leaning heavily on Big Tech and chipmakers, with Nvidia and Micron acting as the fund’s main engines thanks to their rising momentum and AI-driven stories. Apple and Microsoft are steady pillars, helping smooth out bumps even when short-term trading gets choppy. On the flip side, Alphabet and Broadcom have been more mixed lately, occasionally losing steam and holding back returns. With most exposure in large U.S. technology names and a sprinkling of financials like JPMorgan, this ETF is very much a U.S.-centric, tech-forward income play.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 8.66% | $3.11M | $5.26T | 22.76% | 76 Outperform | |
| Apple | 6.83% | $2.46M | $4.85T | 41.95% | 79 Outperform | |
| Microsoft | 6.67% | $2.40M | $3.68T | -2.80% | 79 Outperform | |
| Alphabet Class A | 6.24% | $2.24M | $4.12T | 40.57% | 85 Outperform | |
| Amazon | 4.73% | $1.70M | $2.77T | 12.55% | 71 Outperform | |
| Broadcom | 3.37% | $1.21M | $1.73T | 0.59% | 76 Outperform | |
| Meta Platforms | 2.84% | $1.02M | $1.65T | -14.24% | 76 Outperform | |
| JPMorgan Chase | 2.37% | $853.49K | $946.93B | 16.07% | 72 Outperform | |
| Advanced Micro Devices | 2.30% | $827.92K | $842.57B | 225.49% | 73 Outperform | |
| Micron | 2.23% | $801.48K | $1.10T | 520.28% | 79 Outperform |
HEMI Technical Analysis
Positive
―
Price Trends
41.37
Positive
40.90
Positive
Market Momentum
-0.02
Positive
49.59
Neutral
31.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HEMI, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 41.45, equal to the 50-day MA of 41.37, and equal to the 200-day MA of ―, indicating a neutral trend. The MACD of -0.02 indicates Positive momentum. The RSI at 49.59 is Neutral, neither overbought nor oversold. The STOCH value of 31.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HEMI.
HEMI Peer Comparison
Comparison Results
Performance Comparison
HEMI
Hartford Equity Premium Income ETF
41.38
3.81
10.14%
PRMR
PeakShares RMR Prime Equity ETF
―
―
―
FCUS
Pinnacle Focused Opportunities ETF
―
―
―
EGGQ
NestYield Visionary ETF
―
―
―
RWLC
Rayliant Quantitative Developed Market Equity ETF
―
―
―
LCF
Touchstone US Large Cap Focused 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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