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Upturn AI SWOT - About
Hartford US Quality Growth ETF (HQGO)
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Upturn Advisory Summary
03/11/2025: HQGO (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Analysis of Past Performance
Type ETF | Historic Profit 13.06% | Avg. Invested days 65 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 03/11/2025 |
Key Highlights
Volume (30-day avg) 180 | Beta - | 52 Weeks Range 43.88 - 55.04 | Updated Date 04/1/2025 |
52 Weeks Range 43.88 - 55.04 | Updated Date 04/1/2025 |
Upturn AI SWOT
Hartford US Quality Growth ETF
ETF Overview
Overview
The Hartford US Quality Growth ETF (HAPGX) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Hartford Quality Growth Index. It focuses on investing in US companies exhibiting high quality characteristics with growth potential.
Reputation and Reliability
Hartford Funds has a generally positive reputation, known for offering a range of investment products. They are considered a reliable and established player in the asset management industry.
Management Expertise
The management team at Hartford Funds possesses significant experience in investment management, particularly in growth and quality-focused strategies.
Investment Objective
Goal
The fund aims to provide long-term capital appreciation by investing in US companies demonstrating strong financial health and growth prospects.
Investment Approach and Strategy
Strategy: HAPGX aims to track the Hartford Quality Growth Index, selecting companies based on factors such as profitability, growth, and management effectiveness.
Composition The ETF primarily holds stocks of US-based companies across various sectors, selected based on their quality and growth characteristics.
Market Position
Market Share: Data is unavailable to accurately state HAPGX's market share.
Total Net Assets (AUM): 58790000
Competitors
Key Competitors
- IVV
- VUG
- QQQ
- SPY
Competitive Landscape
The ETF industry is highly competitive, with many large players offering similar growth-focused ETFs. HAPGX competes by focusing on a quality-growth strategy and tracking its specific index. Competitors like IVV, SPY, and QQQ are passively managed, whereas VUG and HAPGX use slightly different growth selection criteria. HAPGX's smaller size can present advantages in terms of agility, but it also faces challenges competing with larger, more established funds in terms of brand recognition and trading volumes.
Financial Performance
Historical Performance: Historical performance data needs to be obtained from official fund fact sheets.
Benchmark Comparison: Performance data must be sourced externally from reliable financial data providers.
Expense Ratio: 0.4
Liquidity
Average Trading Volume
The liquidity of HAPGX, based on its average daily trading volume is moderate, it could be improved.
Bid-Ask Spread
The bid-ask spread provides information regarding the ease of trading the ETF, it can fluctuate based on market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, inflation, and investor sentiment towards growth stocks significantly influence HAPGX's performance. Sector-specific trends, particularly within technology and consumer discretionary, also play a role.
Growth Trajectory
HAPGX's growth is tied to the performance of its underlying holdings and the overall demand for quality growth stocks. Changes in the index methodology or portfolio composition can impact its performance.
Moat and Competitive Advantages
Competitive Edge
HAPGX distinguishes itself through its focus on quality factors in addition to growth metrics. The index methodology prioritizes companies demonstrating strong financial health and sustainable growth potential. The ETF may appeal to investors seeking a balance between growth and downside protection. However, its relative novelty compared to more established ETFs could be a hurdle in attracting assets.
Risk Analysis
Volatility
HAPGX's volatility is expected to be similar to other growth-oriented ETFs, potentially higher than broad market index funds.
Market Risk
The primary risk is market risk, including fluctuations in equity prices and potential underperformance of growth stocks during economic downturns.
Investor Profile
Ideal Investor Profile
HAPGX is suited for investors seeking long-term capital appreciation through investments in quality growth stocks, with a moderate to high risk tolerance.
Market Risk
HAPGX is best suited for long-term investors with a growth-oriented investment strategy. It is less suitable for risk-averse investors or those seeking immediate income.
Summary
Hartford US Quality Growth ETF (HAPGX) offers exposure to US companies exhibiting quality and growth characteristics. It tracks the Hartford Quality Growth Index. It is an option for long-term investors seeking growth within a quality framework. However, it is important to compare its performance and fees with competing ETFs to make an informed decision.
Similar Companies
IWF
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IWF
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MGK
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QQQ
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QQQ
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RPG
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RPG
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SCHG
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VUG
Vanguard Growth Index Fund ETF Shares
VUG
Vanguard Growth Index Fund ETF Shares
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- Morningstar
- ETF.com
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share and performance data may be outdated and is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hartford US Quality Growth ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.
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