HFGO - ETF AI Analysis
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Hartford Large Cap Growth ETF (HFGO)
Rating:74Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has shown strong short-term gains over the past month and solid results over the last three months, indicating positive recent momentum.
Leading Growth Companies
Many of the largest holdings, such as major technology and internet companies, have delivered strong year-to-date performance that supports the fund’s growth focus.
Focused Growth Exposure
The fund’s heavy tilt toward technology and communication services gives investors concentrated exposure to sectors that have been key drivers of market growth.
Negative Factors
High Expense Ratio
The fund’s expense ratio is relatively high for an ETF, which can eat into long-term returns compared with lower-cost alternatives.
Concentrated Holdings Risk
A small number of stocks make up a large share of the portfolio, so weakness in just a few big names could significantly hurt overall performance.
Mixed Performance Among Top Stocks
Several major holdings have shown weak or negative year-to-date performance, which can offset gains from the stronger names and add volatility.
HFGO vs. SPDR S&P 500 ETF (SPY)
AUM208.63M
RegionNorth America
Expense Ratio0.59%
Beta1.34
IssuerHartford
Inception DateNov 09, 2021
Dividend YieldN/A
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume68,246
30 Day Avg. Volume39,529
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
36.63Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering48
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HFGO Summary
Hartford Large Cap Growth ETF (HFGO) is an exchange-traded fund that invests mainly in large, fast-growing U.S. companies rather than tracking a specific index. It focuses heavily on technology and communication services, with top holdings like Nvidia, Apple, Amazon, and Microsoft. Someone might consider HFGO if they want simple, one-stop exposure to many leading growth companies and are aiming for long-term growth rather than steady income. A key risk is that the fund is heavily tilted toward tech and other growth stocks, so its price can rise and fall sharply with changes in the stock market and investor sentiment toward these sectors.
How much will it cost me?The Hartford Large Cap Growth ETF (HFGO) has an expense ratio of 0.59%, which means you’ll pay $5.90 per year for every $1,000 invested. This is higher than average because the fund is actively managed, focusing on selecting specific growth-oriented large-cap companies rather than tracking a broad index.
What would affect this ETF?The Hartford Large Cap Growth ETF (HFGO) could benefit from continued innovation and strong earnings growth in its top sectors like Technology and Communication Services, as well as the performance of leading companies such as Nvidia and Microsoft. However, it may face challenges from rising interest rates, which can negatively impact growth-focused investments, and potential regulatory changes targeting large-cap tech firms. Economic slowdowns or shifts in consumer spending could also affect its Consumer Cyclical exposure.
HFGO Top 10 Holdings
HFGO is riding a tech-heavy wave, with Nvidia, Apple, Alphabet, and Broadcom doing most of the steering thanks to their steady-to-rising momentum over the past few months and their central roles in AI and cloud. Amazon has been more of a mixed bag, losing a bit of steam lately, while Meta and Microsoft have turned into noticeable drags, and Netflix has been an even bigger weight on recent returns. With a clear tilt toward U.S. mega-cap tech and communication names, this fund is very much a bet on America’s digital giants.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 14.05% | $28.87M | $4.71T | 22.22% | 76 Outperform | |
| Alphabet Class A | 8.69% | $17.86M | $4.34T | 110.50% | 85 Outperform | |
| Apple | 6.86% | $14.08M | $4.53T | 47.93% | 79 Outperform | |
| Broadcom | 5.52% | $11.34M | $1.71T | 36.42% | 76 Outperform | |
| Amazon | 5.21% | $10.70M | $2.61T | 12.14% | 71 Outperform | |
| Eli Lilly & Co | 4.62% | $9.48M | $1.14T | 58.88% | 72 Outperform | |
| Microsoft | 4.34% | $8.91M | $2.90T | -22.12% | 79 Outperform | |
| Meta Platforms | 4.13% | $8.48M | $1.48T | -14.58% | 76 Outperform | |
| Netflix | 2.92% | $6.01M | $326.97B | -40.26% | 73 Outperform | |
| Tesla | 2.34% | $4.80M | $1.48T | 40.95% | 73 Outperform |
HFGO Technical Analysis
Positive
―
Price Trends
29.11
Positive
27.40
Positive
27.31
Positive
Market Momentum
>-0.01
Negative
50.99
Neutral
79.17
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HFGO, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.99, equal to the 50-day MA of 29.11, and equal to the 200-day MA of 27.31, indicating a bullish trend. The MACD of >-0.01 indicates Negative momentum. The RSI at 50.99 is Neutral, neither overbought nor oversold. The STOCH value of 79.17 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for HFGO.
HFGO Peer Comparison
Comparison Results
Performance Comparison
HFGO
Hartford Large Cap Growth ETF
29.14
4.12
16.47%
QDVO
Amplify CWP Growth & Income ETF
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CNEQ
Alger Concentrated Equity ETF
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FLCG
Federated Hermes MDT Large Cap Growth ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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CAML
Congress Large Cap Growth 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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