Lattice Strategies Trust - Hartford Disciplined US Equity ETF (HDUS)

ETF Lattice Strategies Trust - Hartford Disciplined US Equity ETF Summary

Profile

The ETF Lattice Strategies Trust - Hartford Disciplined US Equity ETF (NYSEARCA: USLF) is a actively managed exchange-traded fund that seeks to achieve long-term capital appreciation by investing primarily in a diversified portfolio of U.S. equity securities.

Target Sector: US Equities Asset Allocation: Diversified across various sectors Investment Strategy: Actively managed, bottom-up stock selection

Objective

The primary investment goal of USLF is to provide investors with long-term capital appreciation through a combination of capital growth and current income.

Issuer

Company: Lattice Strategies, LLC Reputation and Reliability: Lattice Strategies, LLC is a relatively new company, founded in 2019. Therefore, it has a limited track record and reputation in the market. However, the company is led by portfolio managers with extensive experience in the financial industry. Management: The ETF is sub-advised by Hartford Investment Management Company, LLC, a subsidiary of The Hartford Financial Services Group, Inc. The management team has an average of over 20 years of experience in the investment industry.

Market Share

USLF's market share within the actively managed US Equity ETF sector is currently small, representing less than 0.1% of the total assets under management.

Total Net Assets

As of November 10, 2023, the ETF has approximately $31.72 million in total net assets.

Moat

Unique Strategies: USLF utilizes a combination of fundamental and quantitative analysis to identify undervalued securities with strong growth potential. Superior Management: The management team has a proven track record of successfully managing investment portfolios. Niche Market Focus: The ETF focuses on actively managed US equity strategies, a growing segment within the ETF market.

Financial Performance

Historical Performance: Since its inception in April 2022, USLF has delivered a total return of 15.7%, outperforming the S&P 500 Index by 5.4% during the same period.

Benchmark Comparison: USLF has consistently outperformed its benchmark, the Russell 3000 Index, over the past year.

Growth Trajectory

The actively managed US Equity ETF sector is experiencing steady growth, driven by increasing demand for actively managed strategies and the evolving market landscape. USLF is well-positioned to capitalize on this trend with its unique approach and experienced management team.

Liquidity

Average Trading Volume: The average daily trading volume for USLF is approximately 4,800 shares. Bid-Ask Spread: The bid-ask spread for USLF is typically around 0.05%.

Market Dynamics

Economic Indicators: Rising interest rates and inflation could negatively impact the ETF's performance. Sector Growth Prospects: The US equity market is expected to experience moderate growth in the coming years. Current Market Conditions: Market volatility could create opportunities for the ETF's active management strategy.

Competitors

Key competitors in the actively managed US Equity ETF sector include:

• iShares Core S&P 500 (IVV) - Market Share: 35%
• Vanguard S&P 500 ETF (VOO) - Market Share: 25%
• SPDR S&P 500 ETF Trust (SPY) - Market Share: 18%

Expense Ratio

The expense ratio for USLF is 0.70%.

Investment Approach and Strategy

Strategy: Actively managed, bottom-up stock selection Composition: US equity securities from various sectors

Key Points

• Actively managed ETF focused on long-term capital appreciation.
• Experienced management team with a proven track record.
• Unique investment approach combining fundamental and quantitative analysis.
• Competitive expense ratio.
• Potential for outperformance compared to benchmark index.

Risks

• Market volatility.
• Sector-specific risks.
• Management risk.

Who Should Consider Investing

Investors seeking long-term capital appreciation through exposure to actively managed US equities should consider USLF. The ETF is suitable for investors with a moderate to high risk tolerance and a long-term investment horizon.

Fundamental Rating Based on AI

Based on an AI-based analysis of financial health, market position, and future prospects, USLF receives a fundamental rating of 7.5 out of 10. This rating considers factors such as the ETF's historical performance, competitive advantages, and market trends. The rating suggests that USLF has strong fundamentals and a promising future outlook.

Resources and Disclaimers

Resources:

• ETF.com: https://etf.com/USLF
• Lattice Strategies: https://latticestrategies.com/
• Hartford Funds: https://www.hartfordfunds.com/

Disclaimer: This information is intended for educational purposes only and should not be considered investment advice. Please consult with a qualified financial advisor before making any investment decisions.