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HFGO - ETF AI Analysis
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Hartford Large Cap Growth ETF (HFGO)
Rating:73Outperform
Price Target:―
Positive Factors
Focus on Leading Growth Companies
The ETF holds many well-known large U.S. growth companies, giving investors exposure to businesses with strong long-term growth potential.
Sector Tilt Toward Technology and Communication Services
A heavy allocation to technology and communication services positions the fund to benefit if these innovative, fast-growing areas of the market perform well.
Meaningful Size but Not Overly Large
The fund’s asset base is sizable enough to be established while still small enough that it can be managed without the trading challenges very large funds sometimes face.
Negative Factors
Recent Weak Performance
The ETF has shown weak returns over the past month, three months, and year to date, which may concern investors looking for near-term strength.
High Concentration in a Few Tech Giants
A small number of large technology stocks make up a big share of the portfolio, increasing the impact if any of these companies struggle.
Relatively High Expense Ratio
The fund’s expense ratio is on the higher side for an ETF, which means more of the investment return is used to cover fees.
HFGO vs. SPDR S&P 500 ETF (SPY)
AUM168.67M
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. Volume27,014
30 Day Avg. Volume26,304
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
33.56Price Target Upside― Downside
Rating ConsensusStrong Buy
Number of Analyst Covering44
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
HFGO Summary
The 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 mainly invests in technology and communication services, holding well-known names like Apple and Nvidia, along with other big tech and consumer brands. Someone might consider HFGO if they want long-term growth and easy diversification across many leading companies in one investment. However, because it is heavily tilted toward growth and tech-related stocks, its price can rise and fall more sharply 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 leaning hard into U.S. mega-cap growth, with a tech-and-communication spine that really sets the tone. Alphabet and Amazon have been the fund’s main engines lately, with rising share prices powered by AI, cloud, and advertising strength. Eli Lilly adds a healthy dose of momentum from the pharma side. On the flip side, Apple, Microsoft, and Broadcom have been losing steam, while Tesla and Netflix are dragging performance. With nearly all its story tied to a handful of U.S. tech and internet giants, this ETF is a focused bet, not a broad market sampler.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Nvidia | 15.30% | $25.81M | $4.44T | 31.66% | 76 Outperform | |
| Apple | 11.53% | $19.45M | $3.76T | 4.57% | 79 Outperform | |
| Alphabet Class A | 7.62% | $12.86M | $3.70T | 65.05% | 85 Outperform | |
| Broadcom | 6.73% | $11.35M | $1.54T | 39.53% | 76 Outperform | |
| Amazon | 6.44% | $10.86M | $2.13T | -13.07% | 71 Outperform | |
| Microsoft | 4.68% | $7.89M | $2.98T | -1.74% | 79 Outperform | |
| Meta Platforms | 4.43% | $7.48M | $1.62T | -13.15% | 76 Outperform | |
| Eli Lilly & Co | 4.13% | $6.97M | $981.09B | 23.18% | 72 Outperform | |
| Tesla | 3.76% | $6.34M | $1.57T | 17.31% | 73 Outperform | |
| Netflix | 3.18% | $5.36M | $324.56B | -27.38% | 73 Outperform |
HFGO Technical Analysis
Negative
―
Price Trends
26.98
Negative
27.17
Negative
25.95
Negative
Market Momentum
-0.45
Positive
33.27
Neutral
27.33
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For HFGO, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 26.28, equal to the 50-day MA of 26.98, and equal to the 200-day MA of 25.95, indicating a bearish trend. The MACD of -0.45 indicates Positive momentum. The RSI at 33.27 is Neutral, neither overbought nor oversold. The STOCH value of 27.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for HFGO.
HFGO Peer Comparison
Comparison Results
Performance Comparison
HFGO
Hartford Large Cap Growth ETF
25.14
0.40
1.62%
IWLG
IQ Winslow Large Cap Growth ETF
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QDVO
Amplify CWP Growth & Income ETF
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LRGE
ClearBridge Large Cap Growth ESG ETF
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―
FLCG
Federated Hermes MDT Large Cap Growth ETF
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―
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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.
Disclaimer
This 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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