RODMHartford Multifactor Developed Markets (ex-US) ETF

Grow my money11y track recordRanked #417 of 2,960 in this goal

Seeks to track the total return performance of an index for developed markets outside the U.S.

By Hartford Mutual Funds · Launched 2015

Annual Cost

0.29%

#1,391 of 5,562 · low cost

Fund Size

$1.6B

#861 of 5,562 · large

Return (1Y)Goal

+25.4%

Track Record

11 years

#1,275 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$12,695+26.9%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

Global ex-US

Strategy

Index enhanced

Factor

Multifactor

Index tracked

Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index

What it actually holds

By weight

Concentration

Top 10 holdings = 11.6% of fund✓ well diversified

State Street Global Advisors

1.5%

Nokia Oyj

1.3%

Engie SA

1.2%

Roche Holding AG

1.2%

GSK PLC

1.1%

Toronto-Dominion Bank/The

1.1%

Novartis AG

1.0%

Centrica PLC

1.0%

BOC Hong Kong Holdings Ltd

1.0%

Orange SA

1.0%

Asset allocation

Stocks

99.6%

Cash

0.4%

By sector

Financial Services

26.2%

Industrials

16.9%

Healthcare

9.5%

Consumer Defensive

7.9%

Technology

7.2%

Consumer Cyclical

6.4%

Energy

5.9%

Communication

5.7%

Other

14.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

10.9%Moderate

Year-on-year price swings

Max drawdown

-36.0%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.26Strong risk-adjusted returns

Sortino (3Y)

1.87Good downside protection

Where to buy

Listing

Exchange: NYSE Arca

Full fund details

Objective: Seeks to track the total return performance of an index for developed markets outside the U.S.
Strategy: Invests primarily in equity securities of companies in developed markets of Europe, Canada, and the Pacific Region. Follows the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index, focusing on factors like valuation, momentum, and quality to manage risks and enhance returns.
Inception date: February 25, 2015
Fund family: Hartford Mutual Funds