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 12/31/22: Mid-cap exposure: ROUS 18.2%, Russell 1000 Index 6.1%. Mega-cap exposure: ROUS 37%, Russell 1000 Index 56%.
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 The Morningstar Analyst Rating™ is not a credit or risk rating. It is a subjective evaluation performed by Morningstar’s manager research group, which consis ts of various Morningstar, Inc. subsidiaries (“Manager Research Group”). In the US, that subsidiary is Morningstar Research Services LLC, which is registered with and governed by the US Securities and Exchange Commission. The Manager Research Group evaluates funds based on five key pillars, which are process, performance, people, parent, and price. The Manager Research Group uses this five-pillar evaluation to determine how they believe funds are likely to perform relative to a benchmark over the long term on a risk adjusted basis. They consider quantitative and qualitative factors in their research and weights will vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, and Negative. Analyst Ratings ultimately reflect the Manager Research Group’s overall assessment, are overseen by an Analyst Rating Committee, and are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. For more detailed information about Morningstar’s Rating for Funds and Analyst Rating, including their methodology, please go to global.morningstar.com/managerdisclosures. ©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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