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Upturn AI Summary
Lattice Strategies Trust - Hartford Disciplined US Equity ETF(HDUS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for HDUS
10/28/2026: HDUS (2-star) has a low Upturn Star Rating. Not recommended to BUY.
HDUS is a multi-factor US equity ETF that systematically selects stocks based on quality, momentum, and value, providing a diversified alternative to traditional market-cap weighted indices. Its strengths include a disciplined rules-based strategy that aims to enhance risk-adjusted returns and a focus on fundamental business quality. It serves as a strong core holding for investors seeking systematic exposure to specific factors. Key risks include exposure to broader equity market downturns, potential underperformance in momentum-driven growth cycles, and lower liquidity compared to massive index-based competitors. It is best suited for long-term investors who prefer a factor-tilted approach and are willing to monitor the efficacy of its factor strategy over time.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures growth, the factor tilt may occasionally lag pure growth benchmarks in strong bull markets. |
| Momentum investor | Strong fit while signal remains positive | The inclusion of momentum factors makes it suitable for investors seeking systematic participation in trending stocks. |
| Value investor | Strong fit | The value tilt provides exposure to companies with attractive fundamental valuations compared to the broader market. |
| Dividend/Income investor | Mixed fit | Income is not the primary objective, though the quality screen often leads to the inclusion of dividend-paying firms. |
| Low-risk investor | Mixed fit | The factor tilt aims to reduce volatility, but it remains a full-equity investment subject to market swings. |
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking a systematic approach to US equities that balances growth, value, and quality, and is willing to accept tracking error against the S&P 500.
Suitability
HDUS is best suited for long-term investors looking for a diversified, factor-tilted core equity holding.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | As an equity-focused fund, it remains subject to standard market fluctuations. |
| Market risk | High | Broad market downturns will negatively impact the fund's performance regardless of factor strength. |
| Concentration | Medium | The strategy may occasionally tilt heavily into specific sectors based on factor signals. |
| Tracking/expense | Low | The fund maintains a reasonable expense ratio for a specialized factor-based strategy. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks can lead to wider trading spreads. |
| Business/sector quality | Low | The quality screen inherently prioritizes companies with stronger business models. |
Risk Analysis
Volatility
HDUS tends to exhibit moderate volatility, potentially lower than pure growth indices but higher than bond-heavy portfolios.
Market Risk
The fund is fully exposed to equity market risks, meaning it will decline during bear markets or broad economic downturns.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Market capitalization | US Large-Cap Equities | 75 | This provides the core growth and stability engine of the portfolio through established, high-quality companies. |
| Market capitalization | US Mid-Cap Equities | 20 | Mid-cap exposure introduces additional growth potential and diversification beyond the largest market-cap leaders. |
| Cash/collateral | Cash and Equivalents | 5 | A small cash position is maintained for liquidity needs and managing daily portfolio rebalancing requirements. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 31.66% | Avg. Invested days 68 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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