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Hartford Mutual FundsLarge BlendHDUS · NYSE Arca

Hartford Disciplined US Equity ETF (HDUS)

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Price
$73.48
—11 Sept 2026
Assets
$114.6M
Total net assets
Expense ratio
0.19%
Category 0.72%
Yield
1.27%
Trailing distributions
3Y CAGR
20.5%+1.3%
Category 19.2%
5Y CAGR
—
Category 11.4%
Loading NAV history…
Hartford Disciplined US Equity ETF

Calendar-year returns

Fund only: no comparison series covers this fund's history.

Risk statistics

Five years of daily closes. Risk-free rate 4% a year.

Standard deviation
—
Maximum drawdown
—
Sharpe ratio
—
Sortino ratio
—
Beta
—
Alpha
—
R²
—
Information ratio
—
Upside capture
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Downside capture
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Tracking error
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Trailing returns compared with benchmark
Period1M3M6MYTD1Y3YCAGR5YCAGR10YCAGRLaunchCAGR
ETF-1.2%+4.0%+15.0%+13.4%+16.6%+20.5%——+19.1%
Large Blend average-1.7%2.7%14.8%12.0%15.6%19.2%11.4%14.1%14.5%
Difference+0.5%+1.3%+0.2%+1.4%+1.0%+1.3%——+4.6%

Holdings

The 10 largest positions make up 35.4% of the fund.

Top holdings

Largest holdings by weight
TickerHoldingWeight
NVDANVIDIA Corp7.23%
MSFTMicrosoft Corp6.11%
AAPLApple Inc5.49%
GOOGLAlphabet Inc Class A5.12%
AMZNAmazon.com Inc3.62%
AVGOBroadcom Inc2.23%
METAMeta Platforms Inc Class A1.92%
JNJJohnson & Johnson1.35%
XOMExxonMobil Holdings Corp1.19%
VZVerizon Communications Inc1.17%

Portfolio valuation

Weighted averages of what the fund holds.

P/E
22.0
P/B
4.8
P/S
3.5
P/CF
16.8

Sector allocation

Share of the equity the fund holds.

36.5%Technology11 sectors
  1. Technology36.5%
  2. Financial services12.7%
  3. Communication services10.0%
  4. Consumer discretionary10.0%
  5. Health care7.3%
  6. Industrials7.1%
  7. Consumer staples5.3%
  8. Real estate4.7%
  9. Energy3.2%
  10. Utilities2.0%
  11. Materials1.3%

Asset mix

  • Stocks99.7%
  • Cash0.3%

ETF details

Issuer
Hartford Mutual Funds
Category
Equity · Large Blend
Ticker
HDUS
Exchange
NYSE Arca
Inception
16 Nov 2022 (3.8 years)
Structure
Exchange Traded Fund
Expense ratio
0.19% (category 0.72%)
Holdings turnover
33% (category 95%)
Distribution yield
1.27%
Beta, 3 years
0.93
Total net assets
$114.6M

Prices and returns as of 11 Sept 2026; total return with distributions reinvested, before brokerage and taxes. Not investment advice.

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