Hartford Funds Multifactor ETFs
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.
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ETFs That Seek Outperformance |
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Enhance Growth Potential |
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Improve Diversification |
Hartford Funds Multifactor ETF Suite
| Asset Class | Emerging Markets1 | International Markets2 | Developed Markets (ex-US) | Small Cap3 | US REIT | US Equity4 | Low Volatility US Equity | |
| 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% | 25% | ||
| Hartford Multifactor ETF Tickers | ROAM | RODE | RODM | ROSC | RORE | ROUS | LVUS |
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
What's driving factor performance?
An ongoing video series to explain the basics of strategic beta ETFs.
The Challenges and Opportunities Ahead
View this 60-second explanation of an upside-down investment approach.
Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 641, 641 and 510 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.©2020 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. :
Overall, 4 stars, 3-Year, 4 stars, and 5-Year, 4 stars, rated against 1104, 1104 and 953 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.©2020 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. • 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. • 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. • 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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