HFGO - ETF AI Analysis
Top Page
Hartford Large Cap Growth ETF (HFGO)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered solid gains so far this year, showing that its growth-focused strategy has recently been working well for investors.
Leading Growth Stocks in Top Holdings
Many of the largest positions, including major technology and internet companies, have shown strong or steady performance, helping drive the fund’s returns.
Focused Growth Exposure in Key Sectors
Heavy exposure to technology and communication services gives investors targeted access to sectors that have been strong drivers of market growth.
Negative Factors
High Concentration in a Few Stocks
A small number of large positions make up a significant share of the portfolio, which increases the impact if any one of them performs poorly.
Sector Concentration Risk
More than half of the fund is in technology and a large portion in communication services, so a downturn in these areas could hurt the ETF more than a broadly diversified fund.
Higher Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the returns are used to cover fees instead of going to investors.
HFGO vs. SPDR S&P 500 ETF (SPY)
AUM203.85M
RegionNorth America
Expense Ratio0.59%
Beta1.35
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. Volume17,761
30 Day Avg. Volume41,168
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
38.18Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering46
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HFGO Summary
Hartford Large Cap Growth ETF (HFGO) is an exchange-traded fund that focuses on large, fast-growing U.S. companies rather than tracking a specific index. It is heavily tilted toward technology and communication services, with top holdings like Nvidia, Alphabet (Google), Apple, Amazon, and Microsoft. Investors might consider HFGO if they want long-term growth and easy diversification across many leading companies in innovative sectors. However, because it is concentrated in growth and tech-related stocks, its price can be quite volatile and may go up and down more than the overall market.
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 essentially an AI-and-cloud power play, with Nvidia and Microsoft doing much of the heavy lifting as their shares keep rising on enthusiasm for data centers and software. Alphabet and Amazon are more of a mixed bag, with recent choppiness in their stock prices softening their otherwise solid growth stories. Apple looks steady but is losing a bit of steam in the short term, while Meta has been lagging and quietly dragging on returns. With a heavy tilt toward U.S. Big Tech and semiconductors, the fund is highly concentrated in the digital growth engine of the market.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 16.73% | $33.86M | $5.26T | 22.76% | 76 Outperform | |
| Alphabet Class A | 9.81% | $19.86M | $4.12T | 40.57% | 85 Outperform | |
| Broadcom | 5.45% | $11.04M | $1.73T | 0.59% | 76 Outperform | |
| Microsoft | 5.35% | $10.83M | $3.68T | -2.80% | 79 Outperform | |
| Apple | 4.77% | $9.66M | $4.85T | 41.95% | 79 Outperform | |
| Meta Platforms | 4.56% | $9.23M | $1.65T | -14.24% | 76 Outperform | |
| Amazon | 4.46% | $9.02M | $2.77T | 12.55% | 71 Outperform | |
| Eli Lilly & Co | 3.89% | $7.87M | $1.05T | 47.70% | 72 Outperform | |
| SanDisk Corp | 3.66% | $7.40M | $239.15B | 1796.38% | 55 Neutral | |
| Arista Networks | 2.73% | $5.52M | $251.73B | 43.19% | 83 Outperform |
HFGO Technical Analysis
Positive
―
Price Trends
29.15
Positive
29.07
Positive
27.72
Positive
Market Momentum
0.08
Positive
52.43
Neutral
56.28
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 29.47, equal to the 50-day MA of 29.15, and equal to the 200-day MA of 27.72, indicating a bullish trend. The MACD of 0.08 indicates Positive momentum. The RSI at 52.43 is Neutral, neither overbought nor oversold. The STOCH value of 56.28 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
29.55
2.32
8.52%
QDVO
Amplify CWP Growth & Income ETF
―
―
―
FLCG
Federated Hermes MDT Large Cap Growth ETF
―
―
―
LRGE
ClearBridge Large Cap Growth ESG ETF
―
―
―
CAML
Congress Large Cap Growth ETF
―
―
―
CARK
CastleArk Large Growth 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: ―
Table of Contents