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Because the most important factor is you

The Hartford Funds suite of multifactor ETFs is designed to help you navigate a potential lower-growth, higher-volatility market going forward.

ETFs That Seek Outperformance
Our research-driven, rules-based strategies differ from traditional passive funds that are limited to investing based strictly on company size.

Enhance Growth Potential
Using a comprehensive approach, we emphasize high-quality companies, trading at attractive prices, that are being recognized by the market.

Improve Diversification
Our strategies seek to track indices designed to reduce concentrated exposures to individual countries, companies, and sectors.

 


 

Hartford Funds Multifactor ETF Suite

Asset Class Emerging Markets1 International Markets2 Developed Markets (ex-US) Small Cap3 US Equity4
Enhanced Return Potential
(Improved exposure to factors)
Improved Country Diversification    
Improved Currency Diversification    
Mega Cap / Company Deconcentration  
Volatility Reduction Target* 15% 15% 15% 15% 15%
Hartford Multifactor ETF Tickers ROAM RODE RODM ROSC ROUS

Factors are the “building blocks” of securities which can explain the drivers of risk and return. Hartford Funds focuses on value, momentum, and quality factors for enhanced return potential. Diversification does not eliminate the risk of loss.

* The strategy seeks to achieve a volatility reduction target up to the amount noted over a complete market cycle. There is no guarantee that a fund will achieve its investment objective. Source: Hartford Funds.

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.

 


 

ETF Education

The Challenges and Opportunities Ahead

View this 60-second explanation of an upside-down investment approach.

OVERALL
(as of 9/30/2021)
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 1144, 1144 and 1022 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2021 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.

1144 Products | Large Value Category
Based on Risk-Adjusted Returns
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Additional Resources

Multifactor ETF Overview


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 risk and volatility than large-cap securities. • The Funds are not actively managed but rather attempt to track the performance of an index. The Funds' returns may diverge from that of the index. Diversification does not ensure a profit or protect against a loss in a declining market.


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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, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA/SIPC. ETFs 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.

© Copyright 2021 Hartford Funds Management Group, Inc. All Rights Reserved. Not FDIC Insured | No Bank Guarantee | May Lose Value