Hartford Longevity Economy ETF
ALTAR
Score™
6.5% info Recommen-
dation
NEUTRAL
2025E    2026E
P/E
ratio
17.3x P/Sales
ratio
1.6x
P/BV
ratio
3.0x Div.
yield
1.4%


  • Description
  • Performance
  • Comps
  • premium Fundamentals
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  • premium Rating
HLGE tracks an index of US companies expected to benefit from the growth of the aging population and the substantial buying power it represents.

FUND BASICS
Category US Equities
Fund Sponsor The Hartford
Website www.hartfordfunds.com
Inception date Mar 16, 2021
Assets (mns) $13
Currency USD
Expense ratio 44 bp
Distributions Annually

FUND STRUCTURE
Regulation Open-Ended Fund
Custodian
Weighting Market Cap
Index replication
Uses derivatives No
Options available No

SECTOR BREAKDOWN

 


CONSTITUENT BREAKDOWN
No. of constituents 345
Wgt avg mkt cap (mns) $233,686
Large cap (>$10bn) 76.4%
Mid cap ($2-10bn) 19.6%
Small cap (<$2bn) 3.9%
Developed mkts 100.0%
Emerging mkts 0.0%

TOP TEN HOLDINGS
META PLATFORMS INC 1.2 %
EBAY INC 1.2 %
CARGURUS, INC. CLASS A 1.1 %
ALPHABET INC. CLASS A 1.1 %
AMAZON.COM INC 1.1 %
NVIDIA CORP 1.0 %
WAL-MART STORES INC 0.9 %
QUALCOMM INC 0.9 %
ORACLE CORP 0.9 %
TEXAS INSTRUMENTS INC 0.9 %
Total 10.3 %

TOP COUNTRY EXPOSURE
UNITED STATES 96.9 %
IRELAND 1.4 %
NETHERLANDS 0.9 %
SWITZERLAND 0.6 %
BRITAIN 0.2 %
PUERTO RICO 0.1 %
BERMUDA 0.1 %