Whether you expect market volatility to continue or are optimistic the worst is over, you can help prepare for a shifting investment landscape with Hartford Multifactor US Equity ETF (ROUS). ROUS is designed to provide US equity exposure with potentially less volatility over a complete market cycle relative to traditional cap-weighted indices. The ETF seeks this goal with a “low, low, low” approach.
1 Since the ETF’s index change on 9/11/2019. The Fund’s custom underlying index changed from the Hartford Risk-Optimized Multifactor US Equity Index (“US Equity Index”) to Hartford Multifactor Large Cap Index (“Large Cap Index”).
2 As of 6/30/23: Mid-cap exposure: ROUS 18.5%, Russell 1000 Index 5.2%. Mega-cap exposure: ROUS 35.5%, Russell 1000 Index 59.4%.
3 Source: Hartford Funds as of 12/31/22.
4 Sources: Bloomberg and Compustat; calculations by Hartford Equity Modeling Platform for Portfolios as of 12/31/22.
5 Analyst-Driven: 100%. Data Coverage: 100%. The Morningstar Medalist Rating™ is the summary expression of Morningstar’s forward-looking analysis using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which funds Morningstar believes are likely to outperform a relevant index or peer group average on a risk adjusted basis over time. Funds are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for the Medalist Rating they’re assigned. Pillar ratings (Low, Below Average, Average, Above Average, and High) may be evaluated via an analyst’s qualitative assessment (Analyst-Driven %) or using algorithmic techniques (Data Coverage %). Funds are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a fund, the rating is monitored and reevaluated at least every 14 months. When a fund is covered either indirectly by analysts or by algorithm, the rating is assigned monthly. For more detailed information, including their methodology, please go to global.morningstar.com/manager disclosures/. Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. They (i) should not be used as the sole basis in evaluating a fund, (ii) involve unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an off er or solicitation to buy or sell a fund. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate. ©2023 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Important risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • The Fund is not actively managed but rather attempts to track the performance of an index. The Fund’s returns may diverge from that of the index. • Investments focused in an industry or group of industries may increase volatility and risk.
Diversification does not ensure a profit or protect against a loss in a declining market.
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