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Hartford Disciplined US Equity Index    Ticker - LHDUSX Index



Hartford Disciplined US Equity Index is designed to capture the performance potential of the US large-cap equities by seeking balanced and consistent exposures across multiple risk factors at lower levels of volatility, while controlling for active risk compared to a similar broad market capitalization weighted index.

Description of Methodology

The index methodology seeks to enhance return potential through multifactor security selection while applying a comprehensive risk framework to overall index construction. The rules-based, proprietary methodology utilizes an optimization process to target balanced and consistent exposures across value, momentum and quality factors while controlling for total active risk and a reduced volatility level relative to the capitalization-weighted universe.

download metholodogy document  Hartford Multifactor Index Methodologies


(as of 2/28/2023)
(as of 2/28/2023)
Hartford Disciplined US Equity Index 3.35 -7.36 --- --- --- -13.72
(as of 12/31/2022)
(as of 12/31/2022)
Hartford Disciplined US Equity Index -18.55 -18.55 --- --- --- -18.55

SI = Since Inception. Index Inception: 12/31/2021

Past performance does not guarantee future results.
Performance reflects cumulative total returns for periods of less than one year and average annual total returns for periods of one year or greater.

Indices are unmanaged and not available for direct investment.


KEY FACTS (as of 3/22/2023)
Ticker LHDUSX Index
Inception Date 12/31/2021
Current Index Value 829.96
Last Closing Level 844.24
Change -14.28
Change % -1.72%
52-Week-High 883.34
52-Week-Low 751.87
Number Of Holdings 307
Important Notes

The Index's Provider (Lattice Strategies LLC ("Lattice Strategies" or "Lattice"), a wholly owned subsidiary of Hartford Funds Management Company, LLC ("HFMC")), is responsible for the methodology and selection of each index component. The Index is calculated and distributed by Solactive AG. The Hartford Multifactor Indices are calculated as price and total return indexes.

Index returns do not represent actual fund or portfolio returns. A fund or portfolio may differ significantly from the index. The index does not reflect any management fees, transaction fees, brokerage expenses, or other expenses that may reduce returns. Index returns assume that dividends have been reinvested. Investors cannot invest directly in the Index.

Sources for all data: Bloomberg and Hartford Funds.
Investing involves risk, including the possible loss of principal.
2472900 HFA001702

The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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