Hartford Multifactor Developed Markets (ex-US) ETFHartford Multifactor Developed Markets (ex-US) ETFHartford Multifactor Developed Markets (ex-US) ETF

Hartford Multifactor Developed Markets (ex-US) ETF

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Key stats


Assets under management (AUM)
‪1.09 B‬USD
Fund flows (1Y)
‪−388.80 M‬USD
Dividend yield (indicated)
3.90%
Discount/Premium to NAV
−0.2%
Shares outstanding
‪36.75 M‬
Expense ratio
0.29%

About Hartford Multifactor Developed Markets (ex-US) ETF


Issuer
The Hartford Financial Services Group, Inc.
Brand
Hartford
Inception date
Feb 25, 2015
Structure
Open-Ended Fund
Index tracked
Hartford Risk-Optimized Multi Developed Markets Ex-US Index
Management style
Passive
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
Primary advisor
Lattice Strategies LLC
Distributor
Alps Distributors, Inc.
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


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
Multi-factor
Geography
Developed Markets Ex-U.S.
Weighting scheme
Multi-factor
Selection criteria
Multi-factor
What's in the fund
Exposure type
StocksBonds, Cash & Other
Finance
Health Technology
Stock breakdown by region
10%18%39%3%27%
Summarizing what the indicators are suggesting.
Oscillators
Neutral
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Neutral
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Neutral
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Neutral
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Summary
Neutral
SellBuy
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Moving Averages
Neutral
SellBuy
Strong sellStrong buy
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Moving Averages
Neutral
SellBuy
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Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.