HLGE

Hartford Longevity Economy ETF
*Unless otherwise stated, data provided by FactSet.

HLGE Fund Description

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

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.

PERFORMANCE [as of 07/01/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HLGE -6.82% -13.19% -18.31% -13.60% -- -- --
HLGE (NAV) -6.68% -13.17% -18.24% -13.51% -- -- --
Hartford Longevity Economy Index -6.67% -13.08% -18.08% -13.16% 7.51% 8.14% 12.00%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

HLGE Summary Data

The Hartford
Hartford
03/16/21
Open-Ended Fund
0.44%
$21.55M
$748.40
0.32%

HLGE Portfolio Data

$136.56B
15.04
2.85
1.50%
N/A
330

HLGE Index Data

Hartford Longevity Economy Index
Market Cap
Market Cap
N/A

HLGE Portfolio Management

0.44%
--
--
--

HLGE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

HLGE Fund Structure

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

HLGE Factset Analytics Block Liquidity

As of 07/04/22
5
4
3
2
1

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

36
$748.40
1
0
0.32%
$0.08
0.05%
0.22% / -1.86%
None
98.00%
--
--
--
--
0
$22.86
N/A

HLGE Sector/Industry Breakdown


HLGE
Segment Benchmark
19.13%
--
17.36%
--
14.24%
--
12.55%
--
9.51%
--
6.08%
--
5.99%
--
4.54%
--
3.64%
--
3.47%
--

HLGE Countries


HLGE
Segment Benchmark
100.00%
--

HLGE Regions


HLGE
Segment Benchmark
100.00%
--

HLGE Economic Development


HLGE
Segment Benchmark
100.00%
--

HLGE Performance Statistics

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

HLGE Benchmark Comparison Holdings

330
--
--
--

HLGE Benchmark Comparison Summary


HLGE
Segment Benchmark
330
--
$136.56B
--
15.04
--
2.85
--
1.60%
--
Low
--

HLGE Benchmark Comparison Market Cap Size


HLGE
Segment Benchmark
70.05%
--
17.49%
--
12.46%
--
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.