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HFGO
+0.77 · +2.94%
$26.79 · BATS

Hartford Large Cap Growth ETF (HFGO) ETF Analysis | Large Growth

Hartford Mutual Funds · USA
AUM:$171.5M
#– of – in Large Growth ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 8.4% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.60% — moderate cost. Consider how fees compound over long holding periods.

What is HFGO?

The fund seeks to achieve its investment objective by investing in a diversified portfolio of common stocks covering a broad range of industries, companies and market capitalizations that the sub-adviser believes exhibit long-term growth potential. Under normal circumstances, it will invest at least 80% of its net assets in equity securities of large capitalization companies.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
HFGO returned 8.4% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.60%. Consider how fees compound over a long holding period.
Concentrated Holdings
Top 10 holdings account for 67.9% of the ETF — significant weight in a small number of names.
ETF Information
AUM$171.5M
Expense Ratio0.60%
Dividend Yield0.00%
Holdings44
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderHartford Mutual Funds
Beta1.31
CategoryLarge Growth
CurrencyUSD
Portfolio Impact

How would HFGO affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+15.0%
1Y
+11.7%
3Y
+90.6%
5Y
+49.8%
OpenBook InsightIf you had invested £10,000 in HFGO 5 years ago, it would have grown to £14,976 — a gain of £4,976.

Annual Returns

Calendar year performance

HFGO delivered positive returns in 4 of the last 5 calendar years.
YearHFGO
2026 YTD+7.8%
2025+15.1%
2024+43.6%
2023+43.1%
2022-37.4%
CAGR 4yr+10.3%
4/5 positive yearsAvg return: +14.4%Worst year: -37.4% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: MIXED
Trend Strength
67%
Positive
Volatility
24.2%
Moderate
Momentum
+3.7%
30-day change
Support Level
28.80
Key floor
Key Insights
  • Monitor key support and resistance levels as part of broader risk assessment.
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