Key stats
About Hartford Multifactor Developed Markets (ex-US) ETF
Expense ratio
0.29%
Home page
Inception date
Feb 25, 2015
RODM uses an integrated multi-factor approach to provide exposure to developed markets outside the US, while attempting to minimize risks that come with a typical market-cap-weighted index. The fund selects stocks using value, momentum and quality inputs, with an emphasis on value, and aims to control the effects that one factor might have on another. These 3 factors also drive stock weighting, along with other considerations. Significant portfolio-level single-stock size limits show up as a bias to midcaps, while volatility constraints are reflected in lower beta. RODM avoids big sector bets due to sector bounds relative to cap weighting. The index is reconstituted and rebalanced semi-annually. On October 24, 2016, the fund name and index name changed to reflect Hartfords acquisition of Lattice (the former issuer and index provider). There were no changes to the investment objectives or index methodology resulting from the change.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Health Technology
Stocks99.50%
Finance23.32%
Health Technology12.59%
Retail Trade9.19%
Utilities5.63%
Electronic Technology5.20%
Communications4.96%
Consumer Non-Durables4.90%
Producer Manufacturing4.40%
Consumer Durables4.25%
Transportation4.12%
Technology Services3.76%
Process Industries3.68%
Energy Minerals3.65%
Non-Energy Minerals2.88%
Distribution Services2.01%
Industrial Services1.72%
Commercial Services1.66%
Consumer Services0.94%
Health Services0.62%
Bonds, Cash & Other0.50%
Cash0.51%
Miscellaneous−0.01%
Stock breakdown by region
Europe42.17%
Asia27.09%
North America18.41%
Oceania10.03%
Middle East2.30%
Latin America0.00%
Africa0.00%
Top 10 holdings
Dividends
Dividend payout history