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Take Better Risk
While easy to understand, cap-weighted indexes may introduce unintended risks, which is why a more intentional approach to risk can potentially lead to better results.
Challenges With Cap-Weighted indexes | Hartford Funds Systematic ETFs | |||||||
The market is information-efficient, but rarely risk-efficient |
![]() |
Identify and seek to reduce exposures to unrewarded risk | ||||||
Cap-weighted risks are both inefficient and unintentional | ![]() |
Intentionally allocate towards positions the adviser believes can provide positively rewarded risk | ||||||
Many alternative index and strategic-beta strategies may introduce new unintended risk exposures | ![]() |
Seek to holistically manage the interaction between defensive and offensive characteristics |
Hartford Funds Systematic ETFs
Ticker | Hartford Funds Strategy |
ETF Highlights | Morningstar Medalist Rating1 |
Morningstar Category | Expense Ratio2 |
HDUS | Hartford Disciplined US Equity ETF | Designed to provide core US large-cap equity exposure and seeks to offer an attractive dividend yield | ![]() As of 7/31/23 |
Large Blend | 0.19% |
ROUS | Hartford Multifactor US Equity ETF | Focuses exposure to the large-cap universe by de-emphasizing mega caps | ![]() As of 11/2/22 |
Large Value | 0.19% |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | Offers exposure to developed non-US equities beyond the largest holdings | ![]() As of 8/31/23 |
Foreign Large Value | 0.29% |
ROSC | Hartford Multifactor Small Cap ETF | Invests in smaller developing companies earlier in their growth curve | ![]() As of 7/31/23 |
Small Value | 0.34% |
ROAM | Hartford Multifactor Emerging Markets ETF | Seeks to provide broad exposure to emerging economies | ![]() As of 7/31/23 |
Diversified Emerging Markets | 0.44% |
Factor Report
What’s Driving Factor Performance?
Updated quarterly, the Factor Report reviews drivers of return across the domestic, developed and emerging equity markets.
Video Resources
On Systematic ETF Investing
Brian Kraus, Senior Vice President of Systematic ETFs for Hartford Funds, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Hartford’s systematic approach to ETFs.
The Space Between
You’ve heard of active management. You’ve heard of passive management. But do you know about investment strategies that exist in “the space between”? Watch this video to find out more.
Implementing Strategic Beta
Come along to the planetarium with us to see the three primary roles strategic beta ETFs can play in a portfolio.
The Importance of Risk
Learn about the importance of the intentional allocation of risk in strategic beta ETFs.
Factor Blending & Conflict
As one looks to invest, it’s critical that they choose a strategy that incorporates factors in a thoughtful way that allows them to blend well and not conflict.
Insights
Take Better Risk
While easy to understand, cap-weighted indexes may introduce unintended risks, which is why a more intentional approach to risk can potentially lead to better results.
Challenges With Cap-Weighted indexes | Hartford Funds Systematic ETFs | |||||||
The market is information-efficient, but rarely risk-efficient |
![]() |
Identify and seek to reduce exposures to unrewarded risk | ||||||
Cap-weighted risks are both inefficient and unintentional | ![]() |
Intentionally allocate towards positions the adviser believes can provide positively rewarded risk | ||||||
Many alternative index and strategic-beta strategies may introduce new unintended risk exposures | ![]() |
Seek to holistically manage the interaction between defensive and offensive characteristics |
Hartford Funds Systematic ETFs
Ticker | Hartford Funds Strategy |
ETF Highlights | Morningstar Medalist Rating1 |
Morningstar Category | Expense Ratio2 |
HDUS | Hartford Disciplined US Equity ETF | Designed to provide core US large-cap equity exposure and seeks to offer an attractive dividend yield | ![]() As of 7/31/23 |
Large Blend | 0.19% |
ROUS | Hartford Multifactor US Equity ETF | Focuses exposure to the large-cap universe by de-emphasizing mega caps | ![]() As of 11/2/22 |
Large Value | 0.19% |
RODM | Hartford Multifactor Developed Markets (ex-US) ETF | Offers exposure to developed non-US equities beyond the largest holdings | ![]() As of 8/31/23 |
Foreign Large Value | 0.29% |
ROSC | Hartford Multifactor Small Cap ETF | Invests in smaller developing companies earlier in their growth curve | ![]() As of 7/31/23 |
Small Value | 0.34% |
ROAM | Hartford Multifactor Emerging Markets ETF | Seeks to provide broad exposure to emerging economies | ![]() As of 7/31/23 |
Diversified Emerging Markets | 0.44% |
Factor Report
What’s Driving Factor Performance?
Updated quarterly, the Factor Report reviews drivers of return across the domestic, developed and emerging equity markets.
Video Resources
On Systematic ETF Investing
Brian Kraus, Senior Vice President of Systematic ETFs for Hartford Funds, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss Hartford’s systematic approach to ETFs.
The Space Between
You’ve heard of active management. You’ve heard of passive management. But do you know about investment strategies that exist in “the space between”? Watch this video to find out more.
Implementing Strategic Beta
Come along to the planetarium with us to see the three primary roles strategic beta ETFs can play in a portfolio.
The Importance of Risk
Learn about the importance of the intentional allocation of risk in strategic beta ETFs.
Factor Blending & Conflict
As one looks to invest, it’s critical that they choose a strategy that incorporates factors in a thoughtful way that allows them to blend well and not conflict.
Insights
1HDUS: Analyst-Driven: 20%. Data Coverage: 86%. ROUS: Analyst-Driven: 100%. Data Coverage: 100%. RODM: Analyst-Driven: 100%. Data Coverage: 100%. ROSC: Analyst-Driven: 20%. Data Coverage: 89%. ROAM: Analyst-Driven: 20%. Data Coverage: 98%. The Morningstar Medalist RatingTM is the summary expression of Morningstar’s forward-looking analysis using a rating scale of Gold, Silver, Bronze, Neutral, and Negative. The Medalist Ratings indicate which funds Morningstar believes are likely to outperform a relevant index or peer group average on a risk-adjusted basis over time. Funds are evaluated on three key pillars (People, Parent, and Process) which, when coupled with a fee assessment, forms the basis for the Medalist Rating they’re assigned. Pillar ratings (Low, Below Average, Average, Above Average, and High) may be evaluated via an analyst’s qualitative assessment (Analyst-Driven %) or using algorithmic techniques (Data Coverage %). Funds are sorted by their expected performance into rating groups defined by their Morningstar Category and their active or passive status. When analysts directly cover a fund, the rating is monitored and reevaluated at least every 14 months. When a fund is covered either indirectly by analysts or by algorithm, the rating is assigned monthly. For more detailed information, including their methodology, please go to global.morningstar.com/managerdisclosures/.
Morningstar Medalist Ratings are not statements of fact, nor are they credit or risk ratings. They (i) should not be used as the sole basis in evaluating a fund, (ii) involve unknown risks and uncertainties which may cause expectations not to occur or to differ significantly from what was expected, (iii) are not guaranteed to be based on complete or accurate assumptions or models when determined algorithmically, (iv) involve the risk that the return target will not be met due to such things as unforeseen changes in management, technology, economic development, interest rate development, operating and/or material costs, competitive pressure, supervisory law, exchange rate, tax rates, exchange rate changes, and/or changes in political and social conditions, and (v) should not be considered an offer or solicitation to buy or sell a fund. A change in the fundamental factors underlying the Morningstar Medalist Rating can mean that the rating is subsequently no longer accurate. ©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.
2 Expenses are the total annual fund operating expenses as shown in the most recent prospectus.
Fund Objectives: HDUS seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of exchange traded U.S. large-cap equity securities. ROUS seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of exchange traded US equity securities. RODM seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of companies located in major developed markets of Europe, Canada and the Pacific Region. ROSC seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index that tracks the performance of small capitalization exchange traded equity securities. ROAM seeks to provide investment results that, before fees and expenses, correspond to the total return performance of an index based upon the emerging markets of the world.
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, economic and regulatory developments. These risks may be greater, and include additional risks, for investments in emerging markets or if a Fund focuses in a particular geographic region or country.• Small cap securities can have greater risk and volatility than large-cap securities. • For dividend-paying stocks, dividends are not guaranteed and may decrease without notice. • 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. Ordinary brokerage commissions apply.