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.

HLGE MSCI ESG Analytics Insight

Hartford Longevity Economy ETF has an MSCI ESG Fund Rating of A based on a score of 5.71 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Hartford Longevity Economy ETF ranks in the 38th percentile within its peer group and in the 31st percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

HLGE MSCI FaCS and Factor Box

MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.

PERFORMANCE [as of 09/22/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
HLGE -1.45% 1.35% -- -- -- -- --
HLGE (NAV) -0.67% 1.71% -- -- -- -- --
Hartford Longevity Economy Index -0.64% 1.80% -- -- -- -- --
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%
$25.10M
$1.83K
0.31%

HLGE Portfolio Data

$148.61B
21.57
3.77
--
N/A
348

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 09/23/21
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

83
$1.83K
15
0
0.31%
$0.08
0.07%
0.22% / -0.16%
None
98.00%
--
--
--
--
0
$26.66
N/A

HLGE Top 10 Holdings[View All]

eBay Inc. 1.02%
Anthem, Inc. 0.93%
Humana Inc. 0.90%
9.52%

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

--
--
--
--
0.00%
N/A

HLGE MSCI ESG Ratings

5.71 / 10
31.25
37.73
4.06%
5.86%
59.24

HLGE Benchmark Comparison Holdings

348
--
--
0.00%

HLGE Benchmark Comparison Summary


HLGE
Segment Benchmark
348
--
$148.61B
--
21.57
--
3.77
--
1.17%
--
Low
High

HLGE Benchmark Comparison Market Cap Size


HLGE
Segment Benchmark
71.47%
--
18.02%
--
10.51%
--
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.