Key stats
About Hartford Large Cap Growth ETF
Home page
Inception date
Nov 9, 2021
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Hartford Funds Management Co. LLC
Distributor
Alps Distributors, Inc.
HFGO is an actively managed, non-transparent fund that primarily invests in domestic large-cap growth stocks from various industries, with up to 25% in ADRs representing securities from foreign issuers. The fund combines a bottom-up approach and a fundamental screen to select companies with good qualitative and quantitative characteristics, namely business environment, management quality, financial strength, ESG factors, and other growth and valuation indicators. Unlike other ETFs, HFGO does not fully disclose its portfolio holdings, but instead publishes a tracking basket that is designed to closely track the daily performance of the fund. This creates additional risk and should be noted before investing. The Fund will publicly disclose its complete month-end portfolio holdings no earlier than 25 calendar days after the end of each month.
Classification
What's in the fund
Exposure type
Electronic Technology
Technology Services
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.