• Account Access
  • Contact Us

    Pre-Sales Support
    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Hartford Longevity Economy Index

addandremoveFav

Objective

  • Seek companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents.
  • Enhance return potential through multifactor stock selection while applying a comprehensive risk framework to overall index construction.

Description of Methodology

Hartford Longevity Economy Index (the "Index") seeks to enhance return potential available from investment in the initial capitalization-weighted universe. The Index is designed to generate attractive risk-adjusted returns by investing in companies that comprise industries that reflect certain themes that are expected to benefit from the growth of the aging population and the substantial buying power it represents. The Index methodology seeks to enhance return potential through multifactor stock selection while applying comprehensive risk framework to overall Index construction. The rules-based, proprietary methodology utilizes an optimization process to help achieve the desired composition and targeted characteristics, relative sector and size constraints and positive value, momentum, and quality relative factor scores at the portfolio level.

  Hartford Longevity Economy Index Methodologies

Characteristics

Market Cap Distribution(%)
(as of 3/31/2021)
Index
Less than $2B 5
$2B - $10B 22
$10B - $100B 48
Greater than $100B 25

Top Ten Holdings (%)

(as of 3/31/2021)
Facebook Inc 1.09
Merck & Co Inc 1.01
Molina Healthcare Inc. 1.00
Johnson & Johnson 0.98
Alphabet Inc 0.96
AbbVie Inc 0.96
Revolve Group Inc 0.93
Qurate Retail Inc 0.92
Target Corp 0.92
NetApp Inc 0.92
Total of Top Ten Holdings 9.69
Holdings are subject to change. Percentages may be rounded.
Sector Exposure (%)
Sectors 3/31/2021
Information Technology 0 28
Overweight 100.0%
Health Care 0 22
Overweight 78.57142857142857%
Consumer Discretionary 0 17
Overweight 60.714285714285715%
Communication Services 0 12
Overweight 42.85714285714286%
Financials 0 11
Overweight 39.285714285714285%
Consumer Staples 0 5
Overweight 17.857142857142858%
Industrials 0 2
Overweight 7.142857142857143%
Real Estate 0 2
Overweight 7.142857142857143%
Utilities 0 1
Overweight 3.5714285714285716%

Performance

Performance (%)
% (as of 3/31/2021)
Average Annual Total Returns % (as of 3/31/2021)
YTD 1YR 3YR 5YR SI
Hartford Longevity Economy Index 7.78 --- --- --- 7.78
Performance (%)
% (as of 3/31/2021)
Average Annual Total Returns % (as of 3/31/2021)
YTD 1YR 3YR 5YR SI
Hartford Longevity Economy Index 7.78 --- --- --- 7.78

SI = Since Inception.
Index Inception:12/31/2020

Past performance is not indicative of 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

Key Facts  (as of 4/15/2021)
Ticker LHLGEX Index
Inception December 31, 2020
Current Index Value 1128.45
Last Closing Level 1117.46
Change 10.99
Change % 0.97%
52-Week-High 1128.45
52-Week-Low 1028.85
Number Of Holdings 323

Important Notes

The Indices’ 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. Hartford Longevity Economy Index (the “Index”) is the property of Lattice, which has contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) to calculate and maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates or its third party licensors and none of those parties will be liable for any errors or omissions in calculating the Index.

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.

A WORD ABOUT RISK

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

222018    LAT001999