Strong Performance and Lower Volatility
RODM has outperformed 93% of its peers (including both ETFs and mutual funds) since March 1, 2015.* The Fund’s systematic, rules-based approach seeks to target up to 15% reduced volatility over a complete market cycle at an expense ratio of 0.39%.
*RODM’s ranking was based on its NAV return in the Morningstar Foreign Large Blend Category from 3/1/15 (start of first full month since inception) through 9/30/17 (45 out of 650 products). 1 year percentile ranking was 54th (391 out of 721 products). Morningstar fund rankings are based on total returns of all products within their peer groups. Index ranking is shown for illustrative purposes only and reflect what it would have been if it was included in the category. Index return reflects the actual return as of the date indicated.
Source: Morningstar, Bloomberg, Hartford Funds, as of 9/30/17. Past performance is no guarantee of future results.
Positive Combination of Value, Momentum and Quality
RODM’s index seeks companies with investment characteristics that drive return. Through a focus on 50% Value, 30% Momentum, and 20% Quality, RODM has better exposure than cap-weighted indices to high-quality companies, trading at attractive prices, that are being recognized by the market.
Source: Bloomberg and Hartford Funds, as of 9/30/17. Combined Factor Score reflects the degree to which each stock exhibits a favorable combination of value,momentum, and quality factors based on a mix of 50% value, 30% momentum, and 20% quality.
Better Performance in Down Markets
In the three down markets for international equities since the Fund’s inception, RODM significicantly outperformed its benchmark.
RODM Outperformance vs. MSCI WORLD ex usa Index
During Down Markets (%)
Source: Bloomberg and Ned Davis, as of 9/30/17. Down market timeframes defined as negative 10% or greater performance for the MSCI EAFE (2/25/15-9/30/17).
RODM seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford Multifactor Risk- Optimized Developed Markets (ex-US) Index, which tracks the performance of companies located in major developed markets of Europe, Canada, and the Pacific Region.
Performance (as of 9/30/17)
Avg. Annual Total Return
|Hartford Multifactor Developed Markets (ex-US) ETF|
|MSCI World ex USA Index||5.62||19.17||18.73||4.57||4.65|
|Hartford Multifactor Risk-Optimized Developed Markets (ex-US) Index (LRODMX)||5.20||20.86||18.43||7.68||7.92|
Fund Inception: 2/25/15.
LRODMX Inception: 12/31/13.
*SI= Since Inception. Index "inception" return is based on the fund's inception date.
Total Operating Expenses** 0.39%
PERFORMANCE DATA QUOTED REPRESENTS PAST PERFORMANCE AND DOES NOT GUARANTEE FUTURE RESULTS. The investment return and principal value of the investment will fluctuate so that investors' shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted. For more current performance information to the most recent month-ended, click here.
**Expense ratios are the total annual fund operating expenses as shown in the most recent prospectus.
All investments are subject to risk, including the possible loss of principal. There is no guarantee the Fund will achieve stated objective. Foreign investing involves special risks, such as risk of loss from currency ﬂuctuation or political or economic uncertainty. Diversiﬁcation does not eliminate the risk of experiencing investment losses. Due to the investment strategy of this Fund it may make capital gain distributions than other ETFs. Please read the Fund’s prospectus for speciﬁc details regarding the Fund’s risk proﬁle.
Hartford Multifactor ETF shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total returns are calculated using the daily 4:00 p.m. Eastern Time net asset value (NAV). Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns an investor would receive if they traded shares at other times. Investors may aquire ETF Shares and tender them for redemption through the Fund in Creation Unit Aggregations only. Please see the prospectus for more details. Brokerage commissions apply and will reduce returns.
The MSCI World ex USA Index is a free float-adjusted market capitalization index that captures large and mid cap representation across developed markets countries—excluding the United States. The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, noninfringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)
Standard Deviation is a statistical measure of the extent to which returns of an asset vary from
its average daily return over the previous 1-year period. Value refers to companies that are considered undervalued relative to their fundamentals. Momentum refers to companies that are appreciating in price and benefitting from positive sentiment. Quality refers to companies that have historically exhibited strong profitability and healthy balance sheets. Cap-weighted refers to a portfolio whose components are weighted according to the total market value of their outstanding shares.