ROAMHartford Multifactor Emerging Markets ETF

Grow my money11y track recordRanked #1,134 of 2,960 in this goal

Seeks to provide investment results that correspond to the total return performance of an index based on emerging markets.

By Hartford Mutual Funds · Launched 2015

Annual Cost

0.44%

#2,165 of 5,562 · average

Fund Size

$121M

#2,756 of 5,562 · mid-size

Return (1Y)Goal

+49.6%

Track Record

11 years

#1,275 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$15,322+53.2%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Emerging markets

Cap

Multi cap

Strategy

Index tracking

Factor

Multifactor

Index tracked

Hartford Multifactor Emerging Markets Equity Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.7% of fund✓ well diversified

SK hynix Inc

2.7%

Samsung Electronics Co Ltd

1.9%

State Street Global Advisors

1.3%

Taiwan Semiconductor Manufacturing Co Ltd

1.2%

Delta Electronics Inc

1.0%

Kia Corp

1.0%

United Microelectronics Corp

1.0%

Industrial & Commercial Bank of China Ltd

0.9%

China Hongqiao Group Ltd

0.9%

Grupo Cibest SA

0.9%

Asset allocation

Stocks

99.1%

Preferred

0.6%

Cash

0.4%

By sector

Technology

41.5%

Financial Services

18.5%

Consumer Cyclical

7.1%

Communication

6.5%

Industrials

5.8%

Energy

4.8%

Basic Materials

4.2%

Consumer Defensive

4.0%

Other

7.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

16.3%Moderate

Year-on-year price swings

Max drawdown

-45.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.34Strong risk-adjusted returns

Sortino (3Y)

1.97Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to provide investment results that correspond to the total return performance of an index based on emerging markets.
Strategy: Invests primarily in securities of the Hartford Multifactor Emerging Markets Equity Index (LROEMX), designed to balance risks and opportunities in emerging economies while emphasizing favorable factor characteristics. The Index aims to enhance return potential while reducing volatility by up to 15% compared to a capitalization-weighted universe of emerging market companies. It includes securities of issuers in emerging markets, with components adjusted twice annually. The Adviser uses a passive approach to achieve the Fund's objective, investing at least 80% of assets in Index securities.
Inception date: February 25, 2015
Fund family: Hartford Mutual Funds