Hartford Longevity Economy ETF (HLGE)
28.60
-0.14
(-0.50%)
USD |
NYSEARCA |
Apr 25, 16:00
Price Chart
Key Stats
Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
---|---|---|---|
0.44% | 0.01% | 10.05M | 826.80 |
Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
1.24% | 55.00% | 95132.50 | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Longevity Economy Index (LHLGEX), which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents. The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Hartford Mutual Funds |
Prospectus Benchmark Index | |
Hartford Longevity Economy TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
David France | 3.05 yrs |
Marlene Walker-Smith | 3.05 yrs |
Michael Stoll | 3.05 yrs |
Todd Frysinger | 3.05 yrs |
Vlasta Sheremeta | 3.05 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
Investment Strategy | |
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Longevity Economy Index (LHLGEX), which is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents. The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index. |
General | |
Security Type | Exchange-Traded Fund |
Equity Style | Mid Cap/Blend |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Blend |
Category Index | Russell Mid Cap TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Hartford Mutual Funds |
Prospectus Benchmark Index | |
Hartford Longevity Economy TR USD | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
David France | 3.05 yrs |
Marlene Walker-Smith | 3.05 yrs |
Michael Stoll | 3.05 yrs |
Todd Frysinger | 3.05 yrs |
Vlasta Sheremeta | 3.05 yrs |