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QUVU - ETF AI Analysis
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Hartford Quality Value ETF (QUVU)
Rating:70Neutral
Price Target:―
Positive Factors
Strong Top Holdings
Several key holdings, such as Alphabet and Philip Morris, have delivered strong year-to-date performance, supporting the ETF's overall returns.
Sector Diversification
The ETF is spread across 11 sectors, including Financials, Technology, and Health Care, reducing reliance on any single industry.
Healthy Year-to-Date Performance
The ETF has shown solid year-to-date growth, indicating strong recent performance.
Negative Factors
High Geographic Concentration
With nearly all assets focused on U.S. companies, the ETF lacks exposure to international markets, limiting diversification.
Moderate Expense Ratio
The ETF's expense ratio is higher than some low-cost alternatives, which could slightly reduce long-term returns.
Underperforming Holdings
Some holdings, such as Lockheed Martin and Simon Property, have shown weaker year-to-date performance, potentially dragging on overall results.
QUVU vs. SPDR S&P 500 ETF (SPY)
AUM191.74M
RegionNorth America
Expense Ratio0.45%
Beta0.61
IssuerHartford
Inception DateOct 16, 2023
Dividend Yield3.42%
Asset ClassEquity
Index TrackedNo Underlying Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume12,961
30 Day Avg. Volume10,730
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
31.14Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering69
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
QUVU Summary
The Hartford Quality Value ETF (QUVU) is an investment fund focused on large, well-established companies that are considered undervalued compared to their true worth. It includes a mix of industries like financials, technology, and healthcare, with top holdings such as Alphabet (Google’s parent company) and Bank of America. This ETF is designed for investors who want to diversify their portfolio with stable, high-quality companies that have strong fundamentals and potential for long-term growth. However, new investors should be aware that the fund’s performance can fluctuate with the overall market, and its focus on value stocks may mean slower growth during periods when growth stocks dominate.
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
The Hartford Quality Value ETF (QUVU) leans heavily into financials and technology, with Alphabet driving gains thanks to its strong performance in AI and cloud services. Cisco adds steady momentum with its focus on shareholder returns and AI growth, while Bank of America provides stability despite some leverage concerns. On the flip side, Qualcomm has been lagging, struggling to find its footing amid valuation challenges. The fund’s U.S.-centric portfolio and emphasis on large-cap value stocks offer a mix of resilience and opportunity, though sector concentration in financials may amplify risks during economic uncertainty.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Alphabet Class A | 5.87% | $11.23M | $3.74T | 62.94% | 85 Outperform | |
| Qualcomm | 2.50% | $4.78M | $190.95B | 12.46% | 80 Outperform | |
| Bank of America | 2.48% | $4.74M | $402.66B | 20.74% | 72 Outperform | |
| Truist Financial | 2.19% | $4.19M | $63.82B | 8.98% | 71 Outperform | |
| Simon Property | 2.17% | $4.15M | $59.42B | 1.35% | 70 Outperform | |
| Lockheed Martin | 2.11% | $4.04M | $111.13B | -2.91% | 70 Outperform | |
| Intercontinental Exchange | 2.10% | $4.02M | $93.06B | 4.90% | 80 Outperform | |
| Hubbell B | 2.09% | $4.01M | $23.81B | -1.24% | 77 Outperform | |
| Lowe's | 2.04% | $3.91M | $138.72B | -5.75% | 69 Neutral | |
| Williams Co | 2.03% | $3.88M | $72.96B | 9.76% | 76 Outperform |
QUVU Technical Analysis
Positive
―
Price Trends
26.97
Positive
26.39
Positive
25.63
Positive
Market Momentum
0.28
Negative
64.47
Neutral
80.57
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 27.25, equal to the 50-day MA of 26.97, and equal to the 200-day MA of 25.63, indicating a bullish trend. The MACD of 0.28 indicates Negative momentum. The RSI at 64.47 is Neutral, neither overbought nor oversold. The STOCH value of 80.57 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
27.90
3.06
12.32%
DUSA
Davis Select U.S. Equity ETF
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OAKM
Oakmark U.S. Large Cap ETF
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TVAL
T. Rowe Price Value ETF
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FLV
American Century Focused Large Cap Value ETF
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ASLV
Allspring Special Large Value 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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