Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Lattice Strategies Trust - Hartford Disciplined US Equity ETF (HDUS)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: HDUS (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 20.44% | Avg. Invested days 58 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 47.24 - 59.26 | Updated Date 06/29/2025 |
52 Weeks Range 47.24 - 59.26 | Updated Date 06/29/2025 |
Upturn AI SWOT
Lattice Strategies Trust - Hartford Disciplined US Equity ETF
ETF Overview
Overview
The Hartford Disciplined US Equity ETF (HDUS) seeks to provide investment results that correspond to the performance of the Sabrient Quality Index. It employs a disciplined, quantitative approach to selecting and weighting U.S. equity securities.
Reputation and Reliability
Hartford Funds has a long history in the asset management industry, known for offering a variety of investment solutions.
Management Expertise
Hartford Funds has a team of experienced investment professionals managing its ETF offerings.
Investment Objective
Goal
To provide investment results that correspond to the performance of the Sabrient Quality Index.
Investment Approach and Strategy
Strategy: The ETF aims to track the Sabrient Quality Index, which selects and weights stocks based on fundamental factors such as quality, value, and growth.
Composition Primarily holds U.S. equity securities across various sectors, selected based on the Sabrient Quality Index methodology.
Market Position
Market Share: HDUS has a relatively small market share compared to larger, more established US equity ETFs.
Total Net Assets (AUM): 30800000
Competitors
Key Competitors
- SPY
- IVV
- VTI
- QQQ
- VOO
Competitive Landscape
The US equity ETF market is highly competitive, dominated by large ETFs like SPY, IVV, and VTI. HDUS differentiates itself with its quality-focused investment strategy based on the Sabrient Quality Index. HDUS's smaller size and focused approach may appeal to investors seeking a more targeted exposure, but it faces challenges in attracting assets compared to larger, more liquid competitors.
Financial Performance
Historical Performance: Historical performance data needs to be retrieved from financial data providers.
Benchmark Comparison: Comparison against the Sabrient Quality Index would gauge its effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
Average trading volume data needs to be retrieved from financial data providers to assess liquidity.
Bid-Ask Spread
Bid-ask spread data needs to be retrieved from financial data providers to understand the cost of trading.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and overall market sentiment influence the performance of HDUS.
Growth Trajectory
Growth trends depend on the performance of the Sabrient Quality Index and investor demand for quality-focused equity strategies.
Moat and Competitive Advantages
Competitive Edge
HDUS's competitive edge lies in its disciplined, quantitative approach to stock selection based on the Sabrient Quality Index. This index emphasizes quality, value, and growth factors, potentially leading to superior long-term performance. The ETF's focused strategy differentiates it from broader market ETFs. However, its relatively small size and lower liquidity are disadvantages compared to larger competitors.
Risk Analysis
Volatility
Historical volatility data needs to be retrieved from financial data providers.
Market Risk
HDUS is subject to market risk, which stems from fluctuations in the overall stock market. The ETF's underlying assets are U.S. equities, making it susceptible to economic downturns and changes in investor sentiment.
Investor Profile
Ideal Investor Profile
HDUS is suitable for investors seeking exposure to U.S. equities with a focus on quality, value, and growth factors. It may appeal to investors who believe in a disciplined, quantitative approach to stock selection.
Market Risk
HDUS is suitable for long-term investors who are seeking a more targeted exposure to the U.S. equity market, but who are willing to accept the risk of lower trading volume.
Summary
The Hartford Disciplined US Equity ETF (HDUS) aims to replicate the Sabrient Quality Index. It focuses on U.S. equities selected using a quantitative strategy based on quality, value, and growth. While offering a differentiated approach, it faces competition from larger, more liquid ETFs. The ETF's expense ratio is 0.29%. Investors looking for a quality-focused equity strategy might consider HDUS, but should be aware of its relatively smaller size and lower trading volume.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds website
- ETF.com
- Bloomberg
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Lattice Strategies Trust - Hartford Disciplined US Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. To the extent that the index concentrates in the securities of a particular industry or group of industries, the fund will do so in approximately the same amount as the index.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.