LVUS

Hartford Multifactor Low Volatility U.S. Equity ETF
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66
*Unless otherwise stated, data provided by FactSet.

LVUS Fund Description

LVUS tracks an index of US-listed stocks that exhibit low volatility, with constraints on factor exposure and marketlike portfolio characteristics.

LVUS Factset Analytics Insight

LVUS uses an optimization process to build a portfolio of low-volatility US stocks, with several constraints. These include marketlike constraints on exposure to various market-cap buckets, as well as risk contribution by sector (with an adjustment to minimize exposure to underperforming sectors). LVUS also requires neutral or positive exposure to three investment factors: value (fundamental metrics such as earnings and dividend yield), momentum (12 ex-1 and 6 ex-1 monthly returns), and quality (gross profitability). The portfolio is then optimized for exposure to low-volatility stocks (historical standard deviation),Through these measures, LVUS seeks marketlike returns with 25% less volatility. If successful, the fund could serve as a core holding for investors seeking low-risk exposure to US stocks. LVUS is fairly priced within the competitive US total-market segment.

LVUS MSCI ESG Analytics Insight

Hartford Multifactor Low Volatility U.S. Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.88 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 Low Volatility U.S. Equity ETF ranks in the 39th percentile within its peer group and in the 29th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

LVUS Charts And Performance

Price Chart ($)
Total Return Chart (%)
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  • 3 Years
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Select ETFs to compare their performance:
PERFORMANCE [as of 09/18/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
LVUS 2.05% 4.24% 23.77% 9.51% -- -- --
LVUS (NAV) 2.31% 3.99% 23.49% 9.53% -- -- --
MSCI USA IMI 4.17% 3.26% 21.58% 4.38% 13.87% 10.25% 13.17%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

LVUS Summary Data

Hartford
05/10/17
Open-Ended Fund
0.21%
$7.77M
$3.66K
0.28%

LVUS Portfolio Data

$91.36B
22.81
3.46
1.86%
09/24/19
260

LVUS Index Data

Multi-Factor
Multi-Factor
MSCI USA IMI

LVUS Portfolio Management

0.21%
--
--
--

LVUS Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

LVUS Fund Structure

Open-Ended Fund
No
Yes
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

LVUS Factset Analytics Block Liquidity

As of 09/19/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of LVUS. LVUS is rated a 4 out of 5.

LVUS Tradability

109
$3.66K
0
0
0.28%
$0.09
0.07%
4.14% / -1.61%
None
100.00%
50,000
0
0.04%
0.01%
0
$31.10
4

LVUS Sector/Industry Breakdown


LVUS
Segment Benchmark
18.54%
10.53%
17.60%
13.46%
15.12%
17.07%
10.44%
6.72%
9.82%
13.44%
7.92%
26.09%
7.73%
2.93%
4.53%
3.21%
4.31%
1.92%
3.99%
4.58%

LVUS Top 10 Holdings[View All]

AT&T Inc. 1.52%
14.37%

LVUS Countries


LVUS
Segment Benchmark
100.00%
99.92%
--
0.08%

LVUS Regions


LVUS
Segment Benchmark
100.00%
100.00%

LVUS Economic Development


LVUS
Segment Benchmark
100.00%
100.00%

LVUS Performance Statistics

0.91
0.75
0.76
0.77
0.33%
MSCI USA IMI

LVUS MSCI ESG Ratings

BBB
4.88 / 10
28.66
38.98
8.38%
4.03%
284.43

LVUS Benchmark Comparison Holdings

260
2426
250
33.21%

LVUS Benchmark Comparison Summary


LVUS
Segment Benchmark
260
2426
$91.36B
$205.15B
22.81
24.01
3.46
3.16
2.37%
1.84%
Low
Low

LVUS Benchmark Comparison Market Cap Size


LVUS
Segment Benchmark
67.33%
82.24%
28.72%
13.33%
3.95%
4.00%
0.00%
0.39%