Hartford Disciplined US Equity ETF
HDUS
New York Stock Exchange Arca- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- United States of America
- IPO Date
- Nov 17, 2022
- Similar Companies
- Business
- Hartford Disciplined US Equity ETF (HDUS) is an exchange-traded fund that seeks to provide investment results corresponding to the total return performance, before fees and expenses, of the Hartford Disciplined US Equity Index (LHDUSX), which tracks U.S. large-cap equity securities with balanced exposures to value, momentum, quality, and dividend yield factors; low volatility; and controlled active risk relative to cap-weighted benchmarks. The ETF holds approximately 267-268 securities, primarily large-cap U.S. stocks such as NVIDIA Corp., Microsoft Corp., Apple Inc., Alphabet Inc., and Amazon.com Inc., with top 10 holdings comprising about 35% of assets; it emphasizes diversified return drivers, above-market income potential via higher dividend yields, reliable construction for low tracking error, and efficient factor exposure compared to traditional indices like the Russell 1000. Launched on November 16, 2022, and traded on NYSE Arca under ticker HDUS (CUSIP 518416870), the fund is managed by Hartford Funds, a subsidiary of The Hartford Financial Services Group, Inc. (founded 1810), with Hartford Funds headquartered in Wayne, Pennsylvania, and serving investors through mutual funds, ETFs, and other investment products across the Americas, Europe, Asia Pacific, and beyond. HDUS targets institutional and retail investors seeking core U.S. large-cap equity exposure in the large blend category, with net assets around $148-154 million, a net expense ratio of 0.19%, semi-annual rebalancing, 33% turnover, median market cap of $39.5 billion, and quarterly distributions such as $0.1972 in September 2025 and $0.2169 in June 2025. The fund operates exclusively in U.S. markets, with over 99% allocation to U.S. stocks, minimal non-U.S. exposure (0.71%), and negligible cash or bonds. Recent developments include sustained asset growth to over $150 million by late 2025 amid strong performance (YTD NAV return of 17.73% as of November 30, 2025), ongoing quarterly dividend declarations through 2025, and sector allocations remaining stable with overweight in information technology (32%) and underweight in areas like real estate; Hartford Funds, the sponsor, expanded its active fixed income suite with the launch of the Hartford Dynamic Bond ETF (DYNB) in September 2025, reflecting broader product innovation, though no HDUS-specific acquisitions, partnerships, funding rounds, or reorganizations have been reported in the last 1-2 years.