- Strong Performance and Lower Volatility
- Positive Combination of Factors
- Better Performance in Down Markets
Strong Performance and Lower Volatility
Strong Performance and Lower Volatility
RODM has outperformed 97% of its peers (including both ETFs and mutual funds) since March 1, 2015.* RODM’s systematic, rules-based approach seeks to target up to 15% reduced volatility over a complete market cycle at an expense ratio of 0.29%.
*RODM’s ranking was based on its NAV return in the Morningstar Foreign Large Blend Category from 3/1/15 (start of first full month since inception on 2/25/15) through 3/31/19 (14 out of 634 products). 1 year percentile ranking was 8th (53 out of 723 products). Morningstar fund rankings are based on total returns of all products within their peer groups. Index rankings are shown for illustrative purposes only and reflect what they would have been if they were included in the category. MSCI EAFE Index and MSCI World ex USA Index are both commonly used benchmarks for international developed markets. Standard deviation measures the dispersion of a set of data from its mean and is used to measure the volatility of an investment.
Source: Morningstar, Bloomberg, Hartford Funds, as of 3/31/19. Past performance is no guarantee of future results.
Positive Combination of Factors
Better Performance in Down Markets
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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. • 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. • Investments focused in a sector, industry or group of industries may increase volatility and risk. • 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.
ETF Shares are bought and sold at market price (not NAV) and are not individually redeemed from the Fund. Total returns are calculated using the daily 4:00 p.m. Eastern Time net asset value (NAV). Market price returns reflect the midpoint of the bid/ask spread as of the close of trading on the exchange where Fund shares are listed. Market price returns do not represent the returns an investor would receive if they traded shares at other times. Brokerage commissions apply and will reduce returns.
The MSCI World ex USA Index captures large and mid cap representation across developed market countries, excluding the U.S. The MSCI EAFE Index (Europe, Australasia, Far East) is a free float-adjusted capitalization index that is designed to measure developed market equity performance, and excludes the US and Canada. MSCI performance is shown net of dividend withholding tax. The MSCI information may only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used as a basis for or a component of any financial instruments or products or indices. None of the MSCI information is intended to constitute investment advice or a recommendation to make (or refrain from making) any kind of investment decision and may not be relied on as such. Historical data and analysis should not be taken as an indication or guarantee of any future performance analysis, forecast or prediction. The MSCI information is provided on an “as is” basis and the user of this information assumes the entire risk of any use made of this information. MSCI, each of its affiliates and each other person involved in or related to compiling, computing or creating any MSCI information (collectively, the “MSCI Parties”) expressly disclaims all warranties (including, without limitation, any warranties or originality, accuracy, completeness, timeliness, noninfringement, merchantability and fitness for a particular purpose) with respect to this information. Without limiting any of the foregoing, in no event shall any MSCI Party have any liability for any direct, indirect, special, incidental, punitive, consequential (including, without limitation, lost profits) or any other damages. (www.msci.com)