What is HLGE?

HLGE tracks an index of US companies expected to benefit from the growth of the aging population and the substantial buying power it represents.

PERFORMANCE [as of 03/22/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HLGE -4.99% -0.07% -0.46% -12.15% -- -- --
HLGE (NAV) -5.25% -0.33% -0.69% -12.38% -- -- --
Hartford Longevity Economy Index -5.22% -0.19% -0.57% -11.99% 20.65% 6.44% 10.44%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HLGE Factset Analytics Insight

HLGE seeks to invest in companies providing goods or services that reflect the “longevity economy” theme as identified by the fund adviser. Such themes include, but are not limited to: aging in place/home modification, working longer/private education, performance health and comfort, wellbeing, maintaining social connections, financial freedom, staying mobile, human enhancement, leisure and entertainment. The fund adviser’s investment approach also includes identifying and assigning weightings to stocks with attractive factor characteristics, including valuation, momentum, and quality.

HLGE Summary Data

The Hartford
03/16/21
0.44%
$8.22M
Hartford Longevity Economy Index
N/A
Open-Ended Fund

Peers

N/A

Fund Flows

$0.00B 5 Days
$0.00B 30 Days
+$0.00B 90 Days

HLGE Portfolio Data

$114.23B
14.26
2.90
2.06%
N/A
328

HLGE Index Data

Hartford Longevity Economy Index
Multi-Factor
Multi-Factor
N/A

HLGE Portfolio Management

0.44%
-0.38%
-0.30%
-0.48%

HLGE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

HLGE Fund Structure

Open-Ended Fund
No
No
-- / --
N/A
N/A
High
Daily

Factset Analytics Block Liquidity

As of 03/23/23

This measurement shows how easy it is to trade a $1 million USD block of HLGE. HLGE is rated a N/A out of 5.

HLGE Tradability

252
$5.71K
50
0
0.16%
$0.04
-0.00%
0.17% / -0.63%
None
100.00%
--
--
--
--
0
$23.06
N/A

HLGE Sector/Industry Breakdown

HLGE Segment
Benchmark
17.03% --
16.96% --
15.77% --
11.73% --
11.47% --
5.77% --
5.69% --
4.46% --
3.99% --
3.09% --

HLGE Performance Statistics

--
--
--
--
--
N/A

HLGE Countries

HLGE Segment
Benchmark
100.00% --

HLGE Regions

HLGE Segment
Benchmark
100.00% --

HLGE Economic Development

HLGE Segment
Benchmark
100.00% --
0.00% --

HLGE Benchmark Comparison Holdings

328
--
--
--

HLGE Benchmark Comparison Summary

HLGE Segment
Benchmark
328 --
$114.23B --
14.26 --
2.90 --
1.74% --
Low --

HLGE Benchmark Comparison Market Cap Size

HLGE Segment
Benchmark
70.44% --
15.66% --
13.85% --
0.00% --

Options Strategies for Outcome Investing

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.