Key stats
About Lattice Strategies Trust Hartford Disciplined US Equity ETF
Expense ratio
0.19%
Home page
Inception date
Nov 17, 2022
HDUS aims to outperform the broader US large-cap equity market through a multi-factor strategy. Starting with the largest 1,000 US companies by market-cap, the underlying index applies a rules-based, proprietary methodology that utilizes an optimization process to target balanced exposures across value, momentum, and quality factors, while seeking to enhance dividend yield at a lower volatility level. Additionally, the index integrates a comprehensive risk framework to the overall portfolio construction in order to control the active risk factors relative to the broader market capitalization-weighted universe. The portfolio typically holds 300-400 securities. Although, the components, number of holdings, and industry exposures may change over time. The index reconstitutes and rebalances semi-annually. HDUS utilizes the same investment strategy as its actively managed mutual fund counterpart, the Hartford Disciplined Equity HLS Fund (ticker: HIAGX).
Classification
What's in the fund
Exposure type
Technology Services
Electronic Technology
Finance
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.