Hartford Disciplined US Equity ETF
HDUS

$55.21

0.2%

Market Cap: $121M

0

Funds holding %

of 6,728 funds

–

Analysts bullish %

Fund manager confidence

Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $110M [Q1] → $119M (+$8.85M) [Q2]

7% more funds holding

Funds holding: 28 [Q1] → 30 (+2) [Q2]

0.41% more ownership

Funds ownership: 96.01% [Q1] → 96.42% (+0.41%) [Q2]

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

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Research analyst outlook

We haven’t received any recent analyst ratings for HDUS.

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Financial journalist opinion

HDUS: Factor-Enhanced Large Cap Blend Fund Fails To Stand Out

HDUS seeks to enhance a broad market Index of approximately 1,000 U.S. securities by emphasizing risk, value, momentum, and quality. It has $120 million in assets and a 0.19% ER. My analysis revealed only minor advantages in risk and momentum over broad-based ETFs like SPY and IWB. Unfortunately, I found no advantage in quality. Instead, HDUS could benefit from a 20.76x forward P/E that's about two points cheaper than its benchmark. I found similar discounts on other metrics like EV-EBITDA and EV-Sales.

HDUS: Factor-Enhanced Large Cap Blend Fund Fails To Stand Out

Why Multifactor ETFs Deserve a Core Equity Allocation

Evidence has shown that many investors miss out on returns by trying to time the market. It's particularly hard to predict which factors will win, making it important for portfolios to get balanced exposure across multiple diversified return drivers.

Why Multifactor ETFs Deserve a Core Equity Allocation

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