ROUSHartford Multifactor US Equity ETF

Grow my money11y track recordRanked #509 of 2,960 in this goal

Seeks to provide investment results that correspond to the total return performance of an index.

By Hartford Mutual Funds · Launched 2015

Annual Cost

0.19%

#957 of 5,562 · low cost

Fund Size

$639M

#1,389 of 5,562 · large

Return (1Y)Goal

+29.2%

Track Record

11 years

#1,275 of 5,562 · established

Performance

Total-return NAV · USD

Growth of $10,000

$13,038+30.4%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Large

Strategy

Index tracking

Factor

Multifactor

Index tracked

Hartford Multifactor Large Cap Index

What it actually holds

By weight

Concentration

Top 10 holdings = 12.7% of fund✓ well diversified

Seagate Technology Holdings PLC

2.2%

Western Digital Corp

1.7%

Alphabet Inc

1.5%

Micron Technology Inc

1.3%

Lam Research Corp

1.1%

Gilead Sciences Inc

1.0%

Amphenol Corp

1.0%

Newmont Corp

1.0%

Microsoft Corp

1.0%

Corning Inc

0.9%

Asset allocation

Stocks

99.9%

Cash

0.1%

By sector

Technology

37.3%

Healthcare

10.3%

Financial Services

9.9%

Industrials

9.8%

Consumer Cyclical

9.1%

Communication

8.1%

Consumer Defensive

5.5%

Utilities

3.5%

Other

6.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

11.7%Moderate

Year-on-year price swings

Max drawdown

-35.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.18Strong risk-adjusted returns

Sortino (3Y)

1.75Good 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.
Strategy: Invests primarily in securities of the Hartford Multifactor Large Cap Index, which enhances return potential while reducing volatility through multifactor stock selection. The Index is comprised of large-cap securities and is adjusted twice annually. The Fund generally invests at least 80% of its assets in securities of the Index and may invest the remainder in cash and cash equivalents or other securities to help track the Index.
Inception date: February 25, 2015
Fund family: Hartford Mutual Funds