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QUVU
+1.59 · +5.99%
$28.12 · BATS

Hartford Quality Value ETF (QUVU) ETF Analysis | Large Value

Hartford Mutual Funds · USA
AUM:$179.9M
#– of – in Large Value 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 14.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.45% — moderate cost. Consider how fees compound over long holding periods.

What is QUVU?

Under normal circumstances, the fund seeks to achieve its investment objective by investing primarily in common stocks of issuers located in the United States. The fund may invest in a broad range of market capitalizations, but tends to focus on large capitalization companies with market capitalizations similar to those of companies in the Russell 1000 Value Index.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Positive 1-Year Return
QUVU returned 14.7% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.45%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 26.4% of the ETF — exposure spread across many positions.
ETF Information
AUM$179.9M
Expense Ratio0.45%
Dividend Yield1.92%
Holdings47
Inception DateFeb 2017
Domicile–
Distribution–
Index–
ProviderHartford Mutual Funds
Beta0.73
CategoryLarge Value
CurrencyUSD
Portfolio Impact

How would QUVU affect your portfolio?

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+11.5%
1Y
+24.1%
3Y
+52.5%
5Y
+52.5%
OpenBook InsightIf you had invested £10,000 in QUVU 5 years ago, it would have grown to £15,252 — a gain of £5,252.

Annual Returns

Calendar year performance

QUVU delivered positive returns in 4 of the last 4 calendar years.
YearQUVU
2026 YTD+11.4%
2025+14.6%
2024+9.7%
2023+8.3%
CAGR 3yr+10.8%
4/4 positive yearsAvg return: +11.0%Worst year: +8.3% (2023)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
13.8%
Low
Momentum
+8.3%
30-day change
Support Level
28.69
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Low volatility environment with a narrower recent trading range.
  • Monitor key support and resistance levels as part of broader risk assessment.
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