QUVU

Hartford Quality Value ETF

$26.93
+0.00%
Market closed. Last update: 10:57 PM ET

📎 Investment Objective

The Hartford Quality Value ETF (QUVU) seeks to provide long-term capital appreciation by investing in a portfolio of high-quality, undervalued U.S. companies.

Overview

ETF tracking Hartford Quality Value ETF

Category Value
Issuer Other
Inception Date 2023-10-16
Market Cap $185.4M
Average Volume N/A
Dividend Yield 3.54%
52-Week Range $22.64 - $27.29
VWAP $26.89

Performance

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Investment Summary

📎 Investment Objective

The Hartford Quality Value ETF (QUVU) seeks to provide long-term capital appreciation by investing in a portfolio of high-quality, undervalued U.S. companies.

🎯 Investment Strategy

The fund employs a value-oriented investment approach, focusing on companies that the portfolio managers believe are trading at a discount to their intrinsic value. The managers use fundamental analysis to identify companies with strong competitive positions, stable cash flows, and attractive valuation metrics.

✨ Key Features

  • Focuses on high-quality, undervalued U.S. companies
  • Utilizes a value-oriented investment approach
  • Seeks long-term capital appreciation
  • Relatively low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk: The value of the fund's holdings may decline due to general market conditions
  • Value investing risk: The fund's value-oriented approach may underperform growth-oriented or other investment styles
  • Concentration risk: The fund may have a limited number of holdings, which could increase volatility
  • Liquidity risk: Smaller or less-traded companies may be difficult to buy or sell

👤 Best For

The Hartford Quality Value ETF may be suitable for long-term investors seeking exposure to high-quality, undervalued U.S. companies as part of a diversified portfolio. Investors with a value-oriented investment approach and a moderate risk tolerance may find this fund appropriate.