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The rapid proliferation of non cap-weighted ETFs has presented investors with a dizzying array of choices. There are strategies targeting single risk-factor exposure (e.g., value, low volatility, momentum, quality, or size), those employing alternative weighting methods (e.g., fundamental, dividend, or equal weight) and an expanding set of multifactor strategies available today. With lower forward-looking returns for equities likely, investor interest in such strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.

 

1 Effective 9/11/19, the Hartford Multifactor Emerging Markets ETF changed its principal investment strategy and custom underlying index. See the Fund’s prospectus, as supplemented, for more information. 

2 Effective 11/6/19, the Hartford Multifactor Diversified International ETF changed its name, ticker symbol, principal investment strategy, and custom underlying index. See the Fund’s prospectus, as supplemented, for more information. 

3 Effective 11/6/19, the Hartford Multifactor Small Cap ETF changed its name, ticker symbol, principal investment strategy, custom underlying index and reference index. See the Fund’s prospectus, as supplemented, for more information.

4 Effective 9/11/19, the Hartford Multifactor US Equity ETF changed its principal investment strategy, custom underlying index and reference index. See the Fund’s prospectus, as supplemented, for more information.

 

Important Risks: Important Risks: Investing involves risk, including the possible loss of principal • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. These risks may be greater for investments in emerging markets. • Small-cap securities can have greater risks and volatility than large-cap securities. • A concentration in real estate securities, such as REITs, may subject a fund to risks associated with the direct ownership of real estate as well as the risks related to the way real estate companies are organized and operated. Real estate is sensitive to changes in interest rates and general and local economic conditions and developments. • Fixed income security risks include credit, liquidity, call, duration, and interest-rate risk. As interest rates rise, bond prices generally fall. • Municipal securities may be adversely impacted by state/local, political, economic, or market conditions. Investors may be subject to the federal Alternative Minimum Tax as well as state and local income taxes. Capital gains, if any, are taxable.

The views and opinions expressed herein are those of the author and are not necessarily indicative of those of all Hartford Funds’ portfolio managers and sub-advisers and may not be reflected in the strategies and exchange-traded products that Hartford Funds offers. This information has been prepared from sources believed reliable but the accuracy and completeness of the information cannot be guaranteed. This material and/or its contents are current at the time of writing and are subject to change without notice. 

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About The Author
Ted Lucas Headshot
Head of Investment Strategies and Solutions

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, ETF or closed-end interval fund prospectus or summary prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds and the closed-end interval fund are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. Exchange-traded products 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. Schroder Investment Management North America Ltd. serves as a secondary sub-adviser to certain funds. Hartford Funds refers to Hartford Funds Management Group, Inc. and its subsidiaries, including HFD, HFMC, and Lattice, 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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