Firm’s introduction of three new systematic
ETFs demonstrates its deep commitment to systematic investing
Hartford Funds, a leading global asset manager, is reaffirming
its strong commitment to systematic investing with the expansion of
its systematic ETF product suite, including today’s launch of the
Hartford Multifactor International Small Company ETF (Cboe: ROIS),
which is designed to gain efficient exposure to the small cap
international equity market while seeking to reduce volatility
through the application of key systematic factors.
This latest product launch follows the introduction of the
Hartford US Value ETF (Cboe: VMAX) and Hartford US Quality Growth
ETF (Nasdaq: HQGO) in December 2023, after the firm debuted its
first systematic ETF product in 2015. The introduction of ROIS,
VMAX and HQGO, as well as the firm’s recent investment to grow
internal resources dedicated to its systematic ETFs, underscores
its commitment to and focus on the space and ongoing dedication to
delivering new and innovative solutions. The addition of ROIS
brings the firm’s suite of systematic ETFs to nine.
Hartford Funds’ systematic strategies utilize a proprietary
multifactor investment approach developed by the firm involving a
focused set of factors including Size, Value, Quality and Momentum,
and are intended to enhance diversification for investors. Amidst
ongoing volatility and a dynamic market environment, the firm’s
passively managed ETFs offer investors a broad range of options and
exposure to markets through a variety of systematic strategies.
“As we embark on this journey of evolving and expanding our ETF
suite, it’s imperative that our investment options help meet the
diverse needs of our clients,” said Brian Kraus, Senior Vice
President for Systematic ETFs at Hartford Funds. “We are excited
about the growth of our flagship lineup of systematic ETF products
and look forward to continuing to leverage our strong expertise
with systematic ETFs to provide our clients with compelling
investment opportunities.”
Hartford Multifactor International Small Company ETF
[ROIS]
ROIS is a Small/Mid Cap Value ETF that seeks to improve
diversification compared to traditional market-cap weighted index
benchmarks, exploring exposure to return-enhancing factors such as
reduced volatility, relative sector, country and size constraints
and momentum. Hartford Multifactor International Small Company ETF
seeks to benefit from the large and inefficient opportunity set
within international small cap securities, offering investors
exposure to Value, Momentum and Quality while seeking to achieve
reduced volatility.
ROIS is listed on Cboe BZX Exchange, Inc. and has total
operating expenses of 0.49%*.
Hartford US Value ETF [Cboe: VMAX] and Hartford US Quality
Growth ETF [Nasdaq: HQGO]
VMAX and HQGO are designed to meet strong investor demand for
Systematic Large Value and Large Growth ETFs, respectively. VMAX
seeks to emphasize the Value factor due to that factor’s favorable
return enhancing potential, while HQGO seeks to exploit what we
view as the inefficiencies of the Russell 1000 Growth Index to have
better risk allocation within the Large Growth category. With ROIS,
these Funds offer investors systematic and repeatable strategies
amidst ongoing volatility.
VMAX is listed on Cboe BZX Exchange, Inc. and has total
operating expenses of 0.29%*. HQGO is listed on Nasdaq and has
total operating expenses of 0.34%*.
All three ETFs are advised by Lattice Strategies LLC, a wholly
owned subsidiary of Hartford Funds Investment Management, LLC. For
more information about these Funds, please visit
hartfordfunds.com.
About Hartford Funds
Founded in 1996, Hartford Funds is a leading asset manager,
which provides mutual funds, ETFs, and 529 college savings plans.
Using its human-centric investing approach, Hartford Funds creates
strategies and tools designed to address the needs and wants of
investors. Leveraging partnerships with leading experts, Hartford
Funds delivers insight into the latest demographic trends and
investor behavior.
The firm’s product line-up includes more than 60 mutual funds
and ETFs in a variety of styles and asset classes. Its mutual funds
(with the exception of certain funds) are sub-advised by Wellington
Management or Schroder Investment Management North America Inc. The
strategic beta ETFs offered by Hartford Funds are designed to help
address investors’ evolving needs by leveraging a unique
risk-optimized approach, which identifies risks within each asset
class and then deliberately and systematically re-allocates capital
toward risks more likely to enhance return potential. Excluding
affiliated funds of funds, as of December 31, 2023, Hartford Funds’
investment advisory business had approximately $131 billion in
discretionary and non-discretionary assets under management. For
more information about our investment family, visit
http://www.hartfordfunds.com.
HIG-W
Some of the statements in this release may be considered
forward-looking statements as defined in the Private Securities
Litigation Reform Act of 1995. We caution investors that these
forward-looking statements are not guarantees of future
performance, and actual results may differ materially. Investors
should consider the important risks and uncertainties that may
cause actual results to differ. These important risks and
uncertainties include those discussed in The Hartford’s Quarterly
Reports on Form 10-Q, our 2023 Annual Report on Form 10-K and the
other filings The Hartford makes with the Securities and Exchange
Commission. We assume no obligation to update this release, which
speaks as of the date issued.
From time to time, The Hartford may use its website to
disseminate material company information. Financial and other
important information regarding The Hartford is routinely
accessible through and posted on our website at
http://ir.thehartford.com. In addition, you may automatically
receive email alerts and other information about The Hartford when
you enroll your email address by visiting the "Email Alerts"
section at http://ir.thehartford.com
Important Risks for Hartford Multifactor International Small
Company ETF: The Fund is new and has a limited operating
history. Investing involves risk, including the possible loss of
principal. The net asset value (NAV) of the Fund's shares may
fluctuate due to changes in the market value of the Fund's
holdings. The Fund's share price may fluctuate due to changes in
the relative supply of and demand for the shares on an exchange.
Security prices fluctuate in value depending on general market and
economic conditions and the prospects of individual companies. ●
The Fund is not actively managed but rather attempts to track the
performance of an index. The Fund's returns may diverge from that
of the index. ● Foreign investments may be more volatile and less
liquid than U.S. investments and are subject to the risk of
currency fluctuations and adverse political, economic and
regulatory developments. These risks may be greater, and include
additional risks, for investments in emerging markets. ●
Investments focused in a country, region, industry or group of
industries may increase volatility and risk. ● Small cap securities
can have greater risks, including liquidity risk, and volatility
than large-cap securities.
Important Risks for Hartford US Value ETF: The Fund is
new and has a limited operating history. Investing involves risk,
including the possible loss of principal. The net asset value (NAV)
of the Fund's shares may fluctuate due to changes in the market
value of the Fund's holdings. The Fund's share price may fluctuate
due to changes in the relative supply of and demand for the shares
on an exchange. Security prices fluctuate in value depending on
general market and economic conditions and the prospects of
individual companies. ● The Fund is not actively managed but rather
attempts to track the performance of an index. The Fund's returns
may diverge from that of the index. ● Investments focused in an
industry or group of industries may increase volatility and risk. ●
Different investment styles may go in and out of favor, which may
cause the Fund to underperform the broader stock market.
Important Risks for Hartford US Quality Growth ETF: The
Fund is new and has a limited operating history. Investing involves
risk, including the possible loss of principal. The net asset value
(NAV) of the Fund's shares may fluctuate due to changes in the
market value of the Fund's holdings. The Fund's share price may
fluctuate due to changes in the relative supply of and demand for
the shares on an exchange. Security prices fluctuate in value
depending on general market and economic conditions and the
prospects of individual companies. ● The Fund is not actively
managed but rather attempts to track the performance of an index.
The Fund's returns may diverge from that of the index. ●
Investments focused in an industry or group of industries may
increase volatility and risk. ● Different investment styles may go
in and out of favor, which may cause the Fund to underperform the
broader stock market.
Diversification does not ensure a profit or protect against a
loss in a declining market.
* Expenses are the total annual fund operating expenses as shown
in the most recent prospectus.
Investors should carefully consider a fund’s investment
objectives, risks, charges and expenses. This and other important
information is contained in the fund’s full prospectus and summary
prospectus, which can be obtained by visiting hartfordfunds.com.
Please read it carefully before investing.
Mutual funds are distributed by Hartford Funds Distributors, LLC
(HFD), Member FINRA. ETFs are distributed by ALPS Distributors,
Inc. (ALPS). Advisory services may be provided by Hartford Funds
Management Company, LLC (HFMC) or its wholly owned subsidiary,
Lattice Strategies LLC (Lattice). Certain funds are sub-advised by
Wellington Management Company LLP and/or Schroder Investment
Management North America Inc (SIMNA). Schroder Investment
Management North America Ltd. (SIMNA Ltd) serves as a secondary
sub-adviser to certain funds. HFMC, Lattice, Wellington Management,
SIMNA, and SIMNA Ltd. are all SEC registered investment advisers.
Hartford Funds refers to HFD, HFMC, and Lattice, which are not
affiliated with any sub-adviser or ALPS.
View source
version on businesswire.com: https://www.businesswire.com/news/home/20240319443542/en/
Media: Abby Hickey 339.933.2174 ahickey@prosek.com
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