QUVU - ETF AI Analysis
Top Page
Hartford Quality Value ETF (QUVU)
Rating:71Outperform
Price Target:―
Positive Factors
Solid Recent Performance
The ETF has shown positive returns so far this year and over the past few months, indicating recent momentum.
Strong Top Contributors
Several of the largest holdings, such as Hubbell, Westinghouse Air Brake Technologies, TD SYNNEX, and Alphabet, have delivered strong gains, helping support the fund’s overall results.
Broad Sector Diversification
The fund spreads its investments across many sectors, including financials, industrials, health care, technology, and others, which helps reduce the impact if any one industry struggles.
Negative Factors
Moderately High Expense Ratio
The fund’s fee is on the higher side for an ETF, which can slightly reduce long-term returns compared with lower-cost options.
Heavy U.S. Concentration
With nearly all assets in U.S. stocks and very little international exposure, the fund is highly tied to the performance of the U.S. market.
Some Lagging Top Holdings
A few meaningful positions, such as Philip Morris, Unilever, and Bank of America, have shown weaker performance, which can drag on the ETF’s overall results.
QUVU vs. SPDR S&P 500 ETF (SPY)
AUM181.36M
RegionNorth America
Expense Ratio0.45%
Beta0.64
IssuerHartford
Inception DateOct 16, 2023
Dividend Yield1.88%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume5,665
30 Day Avg. Volume6,484
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
32.54Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering72
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QUVU Summary
Hartford Quality Value ETF (QUVU) is an exchange-traded fund that focuses on large, established companies the managers believe are priced attractively compared with their business strength. It does not track a specific index, but follows a value theme, picking mainly U.S. blue-chip stocks across many sectors like financials, health care, and technology. Well-known holdings include Alphabet (Google’s parent company) and Bank of America. Someone might invest for diversification and the potential for steady long-term growth from solid, proven businesses. A key risk is that these stocks can still go up and down with the overall stock market and value-style investing can lag growth stocks for long periods.
How much will it cost me?The Hartford Quality Value ETF (QUVU) has an expense ratio of 0.45%, which means you’ll pay $4.50 per year for every $1,000 invested. This is slightly higher than average because it is actively managed, focusing on selecting high-quality, undervalued large-cap stocks rather than simply tracking an index.
What would affect this ETF?The Hartford Quality Value ETF (QUVU) could benefit from economic stability and growth in the U.S., particularly as its focus on large-cap value stocks aligns well with sectors like Financials and Technology, which are poised to perform strongly in favorable market conditions. However, challenges such as rising interest rates or regulatory changes affecting top holdings like Alphabet and Bank of America could negatively impact the fund's performance. Additionally, sector-specific risks in areas like Energy or Real Estate may introduce volatility depending on broader economic trends.
QUVU Top 10 Holdings
QUVU leans into U.S. large-cap value, but its recent story is more about a few standout names than any single sector. TD SYNNEX has been the real engine, rising sharply and giving the fund a tech-flavored boost, while Hubbell and Westinghouse Air Brake add steady industrial muscle. Alphabet brings a touch of Big Tech growth, also trending higher and helping performance. On the flip side, Unilever and Philip Morris are losing steam, acting as mild brakes on returns. Financials like Truist and Bank of America sit in the middle lane, generally supportive but not driving the show.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 5.27% | $9.55M | $4.09T | 112.76% | 85 Outperform | |
| Philip Morris | 2.74% | $4.97M | $263.69B | -0.52% | 61 Neutral | |
| Hubbell B | 2.65% | $4.80M | $29.58B | 54.84% | 77 Outperform | |
| Simon Property | 2.55% | $4.62M | $66.16B | 30.38% | 70 Outperform | |
| UnitedHealth | 2.40% | $4.36M | $321.83B | -16.43% | 72 Outperform | |
| Truist Financial | 2.38% | $4.31M | $64.21B | 35.62% | 70 Outperform | |
| TD SYNNEX Corporation | 2.28% | $4.13M | $17.91B | 101.91% | 73 Outperform | |
| Merck & Company | 2.27% | $4.11M | $283.10B | 43.56% | 80 Outperform | |
| Bank of America | 2.19% | $3.96M | $376.56B | 32.57% | 72 Outperform | |
| Lowe's | 2.13% | $3.87M | $138.08B | 11.03% | 69 Neutral |
QUVU Technical Analysis
Positive
―
Price Trends
28.06
Positive
27.90
Positive
26.79
Positive
Market Momentum
0.30
Negative
63.86
Neutral
80.08
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For QUVU, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 28.11, equal to the 50-day MA of 28.06, and equal to the 200-day MA of 26.79, indicating a bullish trend. The MACD of 0.30 indicates Negative momentum. The RSI at 63.86 is Neutral, neither overbought nor oversold. The STOCH value of 80.08 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for QUVU.
QUVU Peer Comparison
Comparison Results
Performance Comparison
QUVU
Hartford Quality Value ETF
28.77
5.01
21.09%
TVAL
T. Rowe Price Value ETF
―
―
―
JDVL
John Hancock Disciplined Value Select ETF
―
―
―
BASV
Brown Advisory Sustainable Value ETF
―
―
―
FLV
American Century Focused Large Cap Value ETF
―
―
―
BLCV
BlackRock Large Cap Value 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