RODEHartford Multifactor Diversified International ETF
RODE Fund Description
RODE tracks an index of global ex-US stocks that establishes strategy risk controls and emphasizes value, momentum and profitability in stock selection.
RODE Factset Analytics Insight
RODE seeks to provide exposure to equities with positive risk premium profiles while managing overall volatility levels and active risks. RODE aims to achieve this by tracking an index that uses an optimizer to achieve a multi-layered risk-controlled portfolio that select and weights its holdings from a global ex-US universe based on company-, size-, sector-, and country-level diversification constraints. The index also targets up to a 15% reduction in volatility over a complete market cycle. Besides the risk constraints the index also selects stocks based on value, momentum and quality. The Index’s components are adjusted twice annually, with a reconstitution and rebalance occurring in March and September. The fund may also invest in ADRs, GDRs, EDRs, and certain derivatives or money market funds. Prior to November 6, 2019, RODE traded as Hartford Multifactor Low Volatility International Equity ETF (LVIN).
RODE MSCI ESG Analytics Insight
Hartford Multifactor Diversified International ETF has an MSCI ESG Fund Rating of AA based on a score of 7.14 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. Hartford Multifactor Diversified International ETF ranks in the 76th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
RODE MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
RODE Summary Data
RODE Portfolio Data
RODE Index Data
RODE Portfolio Management
RODE Tax Exposures
RODE Fund Structure
RODE Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of RODE. RODE is rated a 4 out of 5.
RODE Sector/Industry Breakdown
RODE Top 10 Holdings[View All]
RODE Economic Development
RODE Performance Statistics
RODE MSCI ESG Ratings
RODE Benchmark Comparison Summary
RODE Benchmark Comparison Market Cap Size