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.

	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.

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Hartford Multifactor US Equity ETF (ROUS)

OVERALL

(as of 11/30/2023)

Overall, 4 stars, 3-Year, 3 stars, and 5-Year, 4 stars, rated against 1131, 1131 and 1078 products, respectively. Morningstar Rating^TM 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.
©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.

1131 Products | Large Value Category

Based on Risk-Adjusted Returns

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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