ETF Evaluator:
Hartford Disciplined US Equity ETF ()
Follow This ETF
(as of Aug 26)
Best Performing in Large Blend Over the Last Year
| 62.5% | ARS Focused Opportunities Strategy ETF (AFOS) |
| 35.7% | Mohr Company Nav ETF (CNAV) |
| 33.9% | Impact Shares NAACP Minority Empwrmt ETF (NACP) |
| 31.8% | Astoria US Equal Weight Quality KingsETF (ROE) |
| 30.5% | FIS Bright Portfolios Focused Equity ETF (BRIF) |
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Risk
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ETF Details
Hartford Disciplined US Equity ETF Overview
Hartford Disciplined US Equity ETF (HDUS) is a passively managed U.S. Equity Large Blend exchange-traded fund (ETF). Hartford Mutual Funds launched the ETF in 2022.
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of he Hartford Disciplined U.S. Equity Index that tracks the performance of exchange traded U.S. large cap equity securities.
The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. To the extent that the index concentrates in the securities of a particular industry or group of industries, the fund will do so in approximately the same amount as the index.
About Hartford Disciplined US Equity ETF (HDUS)
There are 5 members of the management team with an average tenure of 3.71 years: Marlene Walker-Smith (2022), David France (2022), Todd Frysinger (2022), Vlasta Sheremeta (2022) and Michael Stoll (2022). Management tenure is more important for actively managed ETFs than passive index ETFs.
The ETF has 2 primary benchmarks: Russell 1000 TR USD index with a weighting of 100% and Hartford Disciplined US Equity TR USD index with a weighting of 100%. Hartford Disciplined US Equity ETF has 241 securities in its portfolio. The top 10 holdings constitute 34.8% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.
Hartford Disciplined US Equity ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Hartford Disciplined US Equity ETF has 0.8% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 99.1% 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 Disciplined US Equity ETF has 0.1% of the portfolio in cash.
Assets Under Management
The fund has $203 million in total assets, which is below the $13 billion average for the Large 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.
HDUS 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 Disciplined US Equity ETF expense ratio is low compared to funds in the Large Blend category. Hartford Disciplined US Equity ETF has an expense ratio of 0.19%, which is 54% lower than its category average, making the fund expense ratio grade a B. 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 Disciplined US Equity ETF has a portfolio turnover rate of 33%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 158% for the Large Blend category.
Recently, in the month of July 2026, Hartford Disciplined US Equity ETF returned 1.4%, which earned it a grade of A, as the Large Blend category had an average return of -0.8%. 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 Disciplined US Equity ETF has a trailing yield of 1.31%, which is above the 1.16% category average.
The fund normally distributes its income quarterly 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.
Hartford Disciplined US Equity ETF Grades
Year to date, the ETF has returned 11.3%, 1.8 percentage points better than the category, which translates into a grade of B. The fund has returned 19.9% over the past year (grade of B) and 18.7% over the past three years (grade of C).
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HDUS Trailing NAV Total Returns Data as of 7/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| HDUS Return (NAV) | 1.4% | 4.6% | 19.9% | 18.7% | na | na |
| HDUS Return (Price) | 1.5% | 4.7% | 20.1% | 18.8% | na | na |
| NAV +/- Price Return | -0.032% | -0.068% | -0.195% | -0.082% | na | na |
| Large Blend Avg | -0.8% | 3.7% | 17.5% | 17.4% | 11.2% | 13.6% |
| HDUS Grade (NAV) | A | C | B | C | na | na |
| +/- Category (NAV) | 2.3% | 0.9% | 2.4% | 1.2% | na | na |
| HDUS Tax-Cost Ratio | na | na | 0.6% | 0.7% | na | na |
HDUS Annual NAV Total ReturnsData as of 7/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| HDUS Return (NAV) | 11.3% | 17.0% | 23.6% | 21.1% | na | na | na | na | na | na | na |
| HDUS Return (Price) | 11.3% | 17.2% | 23.6% | 21.2% | na | na | na | na | na | na | na |
| NAV +/- Price Ret | 0.003% | 0.009% | -0.002% | 0.002% | na | na | na | na | na | na | na |
| Large Blend Avg | 9.5% | 15.3% | 21.9% | 22.9% | -17.1% | 26.9% | 18.3% | 29.6% | -5.1% | 21.5% | 11.4% |
| HDUS Grade (NAV) | B | C | C | D | na | na | na | na | na | na | na |
| +/- Category | 1.8% | 1.7% | 1.7% | -1.7% | na | na | na | na | na | na | na |
| Risk Measures | |
| Beta: | 0.94 |
| R-Squared: | 98% |
| Standard Deviation: | 12.3% |
| Category Risk Index: | 0.91 |
| Category Risk Rating: | Below Average |
| Total Risk Index: | 1.01 |
| Total Risk Rating: | Below Average |
| Portfolio Characteristics | |
| Yield: | 1.3% |
| Total Assets: | $ 204 Mil |
| Share Class Assets: | $ 204 Mil |
| Turnover: | 33.0% |
| Expense Ratio: | 0.19% |
| Index Fund: | Yes |
| Index Tracked: | Russell 1000 TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | Annually |
| Income Distribution Frequency: | Quarterly |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 3.7 years | |||
| Average Tenure: 3.7 years | |||
| Managers (Year): Walker-Smith Marlene (2022), France David (2022), Frysinger Todd (2022), Sheremeta Vlasta (2022), Stoll Michael (2022) | |||
Portfolio Composition (as of 7/31/26)
| # of Holdings: | 241 |
| % in Top 10 Holdings: | 34.8% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 0.8% |
Portfolio Allocation |
|
| Domestic Stock: | 99.1% |
| Foreign Stock: | 0.8% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.1% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Hartford Mutual Funds |
| Phone Number: | 800-456-7526 |
| Website: | http://www.latticestrategies.com/ |
| Inception Date: | November 16, 2022 |
Expenses and Fees
| Expense Ratio (%): | 0.19% (Rating: Low) |
| Category Average Expense Ratio (%): | 0.41% |
