RODM

Hartford Multifactor Developed Markets (ex-US) ETF
*Unless otherwise stated, data provided by FactSet.

RODM Fund Description

RODM tracks an index that selects developed-market companies outside the US, based on factors like valuation, momentum and quality.

RODM Factset Analytics Insight

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 Hartford’s acquisition of Lattice (the former issuer and index provider). There were no changes to the investment objectives or index methodology resulting from the change.

RODM MSCI ESG Analytics Insight

Hartford Multifactor Developed Markets (ex-US) ETF has an MSCI ESG Fund Rating of AA based on a score of 8.05 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 Developed Markets (ex-US) ETF ranks in the 86th percentile within its peer group and in the 53th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

RODM 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.

PERFORMANCE [as of 12/06/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RODM -5.02% -7.37% 6.30% 8.42% 5.42% 7.51% --
RODM (NAV) -4.12% -6.75% 6.69% 8.74% 6.81% 7.59% --
MSCI World ex USA IMI -5.37% -5.54% 8.21% 10.75% 11.97% 9.40% 7.53%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RODM Summary Data

The Hartford
Hartford
02/25/15
Open-Ended Fund
0.29%
$1.84B
$7.32M
0.04%

RODM Portfolio Data

$30.05B
14.57
1.61
3.35%
N/A
482

RODM Index Data

Hartford Risk-Optimized Multifactor Developed Markets (Ex US) Index
Multi-Factor
Multi-Factor
MSCI World ex USA IMI

RODM Portfolio Management

0.29%
-0.19%
-0.07%
-0.34%

RODM Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RODM Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

RODM Factset Analytics Block Liquidity

As of 12/07/21
5
4
3
2
1

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

RODM Tradability

244,052
$7.32M
172,105
$5.27M
0.04%
$0.01
0.04%
1.05% / -1.47%
None
28.00%
50,000
3.44
0.19%
0.02%
0
$29.71
5

RODM Sector/Industry Breakdown


RODM
Segment Benchmark
19.57%
21.45%
13.42%
16.07%
12.95%
12.43%
12.17%
8.83%
12.17%
10.52%
7.14%
8.33%
6.68%
2.75%
6.17%
10.02%
5.51%
3.25%
2.02%
4.22%

RODM Top 10 Holdings[View All]

0.84%
0.82%
0.80%
0.79%
0.77%
0.77%
0.71%
0.69%
0.67%
7.57%

RODM Countries


RODM
Segment Benchmark
21.26%
21.38%
11.21%
13.65%
10.78%
8.87%
8.35%
6.48%
7.46%
8.33%
5.97%
9.08%
5.54%
7.76%
4.57%
2.52%
4.27%
3.95%
3.74%
4.23%

RODM Regions


RODM
Segment Benchmark
49.44%
57.27%
37.70%
31.88%
12.01%
10.25%
0.85%
0.60%

RODM Economic Development


RODM
Segment Benchmark
100.00%
100.00%
--
0.00%

RODM Performance Statistics

0.93
0.82
0.84
0.81
0.19%
MSCI World ex USA IMI

RODM MSCI ESG Ratings

8.05 / 10
53.43
85.92
4.64%
--
156.43

RODM Benchmark Comparison Holdings

482
3485
471
26.50%

RODM Benchmark Comparison Summary


RODM
Segment Benchmark
482
3485
$30.05B
$69.53B
14.57
20.90
1.61
1.89
2.96%
2.23%
Low
Low

RODM Benchmark Comparison Market Cap Size


RODM
Segment Benchmark
52.09%
73.16%
45.66%
19.89%
2.25%
6.51%
0.00%
0.43%