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.
“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.”
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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%*.
