ETF Evaluator:
Hartford Alpha Capture SMID Cap ETF ()
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Best Performing in Mid-Cap Blend Over the Last Year
| 35.1% | Counterpoint Quantitative Equity ETF (CPAI) |
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| 29.5% | SRH U.S. Quality GARP ETF (SRHQ) |
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ETF Details
Hartford Alpha Capture SMID Cap ETF Overview
Hartford Alpha Capture SMID Cap ETF (ACSM) is an actively managed U.S. Equity Mid-Cap Blend exchange-traded fund (ETF). Hartford Mutual Funds launched the ETF in 2026.
The investment seeks long-term capital appreciation.
Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. It invests at least 80% of its assets in securities of small and mid-capitalization issuers. The fund seeks to outperform the Russell 2500 Index. It is non-diversified.
About Hartford Alpha Capture SMID Cap ETF (ACSM)
There are 1 members of the management team with an average tenure of 0.09 years: Thomas Simon (2026). Management tenure is more important for actively managed ETFs than passive index ETFs.
Hartford Alpha Capture SMID Cap ETF has 209 securities in its portfolio. The top 10 holdings constitute 13.3% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a nondiversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
Hartford Alpha Capture SMID Cap ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Hartford Alpha Capture SMID Cap ETF has 0.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 98.8% There is 0.8% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Hartford Alpha Capture SMID Cap ETF has 0.4% of the portfolio in cash.
Assets Under Management
The fund has $20 million in total assets, which is below the $4 billion average for the Mid-Cap Blend category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.
ACSM Performance and Fees
The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Hartford Alpha Capture SMID Cap ETF expense ratio is average compared to funds in the Mid-Cap Blend category. Hartford Alpha Capture SMID Cap ETF has an expense ratio of 0.52%, which is 16% higher than its category average, making the fund expense ratio grade a C. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.
High portfolio turnover can translate to higher expenses and lower aftertax returns. Hartford Alpha Capture SMID Cap ETF has a portfolio turnover rate of 0%, which indicates that it holds its assets around /years. By way of comparison, the average portfolio turnover is 84% for the Mid-Cap Blend category.
Recently, in the month of October 2026, Hartford Alpha Capture SMID Cap ETF returned 2.4%, which earned it a grade of C, as the Mid-Cap Blend category had an average return of 2.1%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.
Hartford Alpha Capture SMID Cap ETF has a trailing yield of 0.00%, which is below the 0.85% category average.
The fund normally distributes its income annually and its capital gains annually.
It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.
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ACSM Trailing NAV Total Returns Data as of 10/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| ACSM Return (NAV) | 2.4% | na | na | na | na | na |
| ACSM Return (Price) | 3.3% | na | na | na | na | na |
| NAV +/- Price Return | -0.807% | na | na | na | na | na |
| Mid-Cap Blend Avg | 2.1% | -0.7% | 14.8% | 19.0% | 7.9% | 11.9% |
| ACSM Grade (NAV) | C | na | na | na | na | na |
| +/- Category (NAV) | 0.4% | na | na | na | na | na |
| ACSM Tax-Cost Ratio | na | na | na | na | na | na |
ACSM Annual NAV Total ReturnsData as of 10/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| ACSM Return (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| ACSM Return (Price) | na | na | na | na | na | na | na | na | na | na | na |
| NAV +/- Price Ret | na | na | na | na | na | na | na | na | na | na | na |
| Mid-Cap Blend Avg | 13.1% | 10.6% | 16.1% | 16.9% | -14.4% | 23.3% | 15.6% | 27.4% | -9.1% | 19.1% | 14.8% |
| ACSM Grade (NAV) | na | na | na | na | na | na | na | na | na | na | na |
| +/- Category | na | na | na | na | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | na |
| R-Squared: | na |
| Standard Deviation: | na |
| Category Risk Index: | na |
| Category Risk Rating: | |
| Total Risk Index: | na |
| Total Risk Rating: | |
| Portfolio Characteristics | |
| Yield: | -- |
| Total Assets: | $ 20 Mil |
| Share Class Assets: | $ 20 Mil |
| Turnover: | na |
| Expense Ratio: | 0.52% |
| Index Fund: | No |
| Index Tracked: | N/A |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Annually |
Management Team
| Number of Managers: 1 | |||
| Longest Tenure: 0.1 years | |||
| Average Tenure: 0.1 years | |||
| Managers (Year): Simon Thomas (2026) | |||
Portfolio Composition (as of 10/31/26)
| # of Holdings: | 209 |
| % in Top 10 Holdings: | 13.3% |
| Fund is Non-Diversified: | Yes |
| % in Foreign Issues: | 0.8% |
Portfolio Allocation |
|
| Domestic Stock: | 98.8% |
| Foreign Stock: | 0.8% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.4% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Hartford Mutual Funds |
| Phone Number: | 800-456-7526 |
| Website: | https://www.hartfordfunds.com/home.html |
| Inception Date: | September 29, 2026 |
Expenses and Fees
| Expense Ratio (%): | 0.52% (Rating: Avg) |
| Category Average Expense Ratio (%): | 0.45% |