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    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

Hartford Funds Multifactor ETFs.
Seeking to put investment risk in its proper perspective.

At Hartford Funds, we believe in human-centric investing — understanding the reasons why investors do what they do. So we’re not surprised that with all the enthusiasm for exchange-traded funds (ETFs), your clients may be missing an important fact: traditional passive ETFs can come with unintended risks.

That’s why all Hartford Funds Multifactor ETFs are designed with an approach we call intentional risk allocation. A strategy that can help your clients feel smarter while working to reach their long-term life goals.

Not All Multifactor ETFs Are Created Equal


The way you allocate risk is one of the most important factors of investment success. With Hartford Funds Multifactor ETFs, we place risk and growth potential at the forefront of our index design. Our goal: Take "better" risk in pursuit of growth by allocating toward the risks we believe are more likely to generate returns.


Hartford Funds Multifactor Investment Process


An Example of Taking “Better” Risk

It’s important to address the problems that cap-weighted indices face. That’s why we actively weigh country exposures to limit concentration risk. It’s just one of the actions we take when building the customized indices for our ETFs.


Improved Diversification



Diversification does not eliminate the risk of loss. For illustrative purposes only.

 

Hartford Funds Multifactor ETFs: A Full Range of Strategies to Help Address Client Goals


Take better control over risks and opportunities in your portfolio with Hartford Funds Multifactor ETFs. Each strategy seeks to take better risk within the equity asset class in pursuit of growth.

Explore our distinct lineup by rolling over the boxes below. Click on a ticker to visit the fund's detail page.


ROAM
Emerging Markets

Hartford Multifactor Emerging Markets ETF


What It Is

Designed to invest broader and deeper in emerging markets while seeking to:

Balance risk to diversify across the emerging markets opportunity set

Participate in the growth potential of a diverse set of emerging economies


Reference Benchmark

MSCI Emerging Markets Index2


Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality


Click here to view the ROAM fund detail page »

RODM
Developed Markets

Hartford Multifactor Developed Markets (ex-US) ETF


What It Is

Provides exposure to the growth potential of developed market companies while explicitly seeking to:

Reduce volatility over a market cycle

Diversify exposure across international countries

Reduce concentration in dominant currencies


Reference Benchmark

MSCI World ex USA Index3


Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality


Click here to view the RODM fund detail page »

ROGS
Global Small Cap

Hartford Multifactor Global Small Cap ETF


What It Is

Invests in small cap companies across the US, developed and emerging markets. Seeks to:

Reduce risks common to small cap investing such as volatility, drawdown and valuation risks by taking advantage of lower correlations and valuation opportunities


Reference Benchmark

MSCI All Country World Small Cap Index4


Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality


Click here to view the ROGS fund detail page »

RORE
REITs

Hartford Multifactor REIT ETF


What It Is

Seeks to provide the potential benefits of investing in US REITs including:

Capital growth potential and lower correlation to equities

A non-traditional source of income

Investing deeper into the US REIT universe, in search of improved growth potential


Reference Benchmark

MSCI US REIT Index5


Security Selection Criteria Factors

50% Quality

30% Momentum

20% Value


Click here to view the RORE fund detail page »

ROUS
US Equity

Hartford Multifactor US Equity ETF


What It Is

Seeks to allocate risks more efficiently and enhance return potential within US equities.

Seeks to efficiently allocate capital deeper in the US large cap universe, beyond mega-caps, and toward companies with more favorable risk-reward potential


Reference Benchmark

MSCI USA Index6


Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality


Click here to view the ROUS fund detail page »

Hartford Multifactor Emerging Markets ETF

What It Is

Designed to invest broader and deeper in emerging markets while seeking to:

Balance risk to diversify across the emerging markets opportunity set

Participate in the growth potential of a diverse set of emerging economies

Reference Benchmark

MSCI Emerging Markets Index2

Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality

Click here to view the ROAM fund detail page »

Hartford Multifactor Developed Markets (ex-US) ETF

What It Is

Provides exposure to the growth potential of developed market companies while explicitly seeking to:

Reduce volatility over a market cycle

Diversify exposure across international countries

Reduce concentration in dominant currencies

Reference Benchmark

MSCI World ex USA Index3

Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality

Click here to view the RODM fund detail page »

Hartford Multifactor Global Small Cap ETF

What It Is

Invests in small cap companies across the US, developed and emerging markets. Seeks to:

Reduce risks common to small cap investing such as volatility, drawdown and valuation risks by taking advantage of lower correlations and valuation opportunities

Reference Benchmark

MSCI All Country World Small Cap Index4

Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality

Click here to view the ROGS fund detail page »

Hartford Multifactor REIT ETF

What It Is

Seeks to provide the potential benefits of investing in US REITs including:

Capital growth potential and lower correlation to equities

A non-traditional source of income

Investing deeper into the US REIT universe, in search of improved growth potential

Reference Benchmark

MSCI US REIT Index5

Security Selection Criteria Factors

50% Quality

30% Momentum

20% Value

Click here to view the RORE fund detail page »

Hartford Multifactor US Equity ETF

What It Is

Seeks to allocate risks more efficiently and enhance return potential within US equities.

Seeks to efficiently allocate capital deeper in the US large cap universe, beyond mega-caps, and toward companies with more favorable risk-reward potential

Reference Benchmark

MSCI USA Index6

Security Selection Criteria Factors

50% Value

30% Momentum

20% Quality

Click here to view the ROUS fund detail page »

 

Explore Performance For All ETFs »

 

Incorporating Into Portfolios


Hartford Funds Multifactor ETFs create a space between active and passive—by seeking to track indices that provide the outperformance potential of an active manager with the transparency, tax and cost efficiency of an ETF.

 

A Third Core Building Block

 

Insights and Resources


The Space Between
12/12/2016 | 4:15
Join Hartford Funds as we pull out a whiteboard and a dry erase marker to explain the basics of strategic beta ETFs in a series of quick, visual, and fun videos.
3 Myths About ETF Liquidity
Hartford Funds Multifactor ETFs were designed with the primary considerations of liquidity and ease of implementation. Use this guide to learn more about trading ETFs including tips for best execution.
How Risk Efficient is Your Smart Beta?
Make equity risk work harder to enhance capital growth potential.
The Allocator's Dilemma
Read ideas for addressing the Allocator's Dilemmas.
Risk Allocation DNA In Emerging Markets
A portfolio's risk genetics – intentional or not – are a key determinant of investment outcomes.
Pursuing Long-Term Capital Growth Through Risk Efficiency
Investor interest in multifactor strategies continues to accelerate as a potential means to enhance capital growth beyond market beta.
Hartford Funds: Spotlight on Multifactor Investing
A Q&A with Ted Lucas on how multifactor ETFs work and how taking better risk may lead to better returns.
5 Tips for Trading ETFs
Read ideas for pursuing better trade execution.
Hartford Funds Multifactor ETFs
Learn more about our multifactor ETFs that are designed for growth and structured for resilience.
Brochure »   Flyer »
Resources

Pre-Sales Support

800.456.7526
Monday-Thursday: 8:00 am - 6:00 pm EST
Friday: 8:00 am - 5:00 pm EST

Post-Sales and Website Support

888.843.7824
Monday-Thursday: 8:00 am - 7:00 pm EST
Friday: 8:00 am - 6:00 pm EST

ETF Trading Support

415.689.1888
Monday-Friday: 9:00 am - 4:00 pm PST

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1 Market cap-weighted refers to a portfolio whose components are weighted according to the total market value of their outstanding shares.

2 MSCI Emerging Markets Index: MSCI Emerging Markets Index is a free float-adjusted market capitalization-weighted index that is designed to measure equity market performance in the global emerging markets, consisting of 24 emerging market country indices.

3 MSCI World ex USA Index: MSCI AC (All Country) World ex US Index is a broad-based, unmanaged, market capitalization weighted, total return index that measures the performance of both developed and emerging stock markets, excluding the U.S.

4 MSCI All Country World Small Cap Index: The MSCI AC World Small Cap Index is a free float-adjusted market capitalization index that captures small cap representation across developed markets and emerging markets countries.

5 MSCI US REIT Index: The MSCI US REIT Index is a free float market capitalization weighted benchmark that is comprised of equity REIT securities that belong to the MSCI US Investable Market 2500 Index.

6 MSCI USA Index: The MSCI USA Index is a free float-adjusted market capitalization index that is designed to measure the performance of the large- and mid-cap segments of the US market.

 

Indices are unmanaged and are not available for direct investment.

A Word About Risk
Foreign investing involves special risks, such as risk of loss from currency fluctuation or political or economic uncertainty. These risks are generally 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. A non-diversified fund may be more exposed to the risks associated with single issuers than a diversified fund. There is no assurance that the investment process will consistently lead to successful investing. Diversification does not eliminate the risk of experiencing investment losses. Ordinary brokerage commissions apply. RORE is new and has limited operating history.

 

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