Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.29% 0.09% 1.157B 205932.1
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
4.39% 38.00% -381.13M Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index. The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index. The index is designed to address risks and opportunities within developed markets located outside the U.S.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Value
Category Index MSCI ACWI Ex USA Value NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Foreign Stock
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford RiskOptimized DM ExUS TR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
David France 3.43 yrs
Marlene Walker-Smith 3.43 yrs
Michael Stoll 3.43 yrs
Todd Frysinger 3.43 yrs
Vlasta Sheremeta 3.43 yrs

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
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Total Return (NAV)
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Category Rtn. (NAV)
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% Rank in Cat (NAV)
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As of April 23, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2017
2018
2019
2020
2021
2022
2023
YTD
25.14%
-9.96%
17.16%
-0.65%
11.08%
-14.53%
15.74%
0.77%
27.19%
-14.20%
21.51%
10.65%
7.82%
-16.00%
15.62%
2.06%
21.24%
-14.65%
15.78%
-2.97%
11.10%
-5.18%
18.89%
3.34%
24.49%
-14.82%
17.50%
2.61%
15.95%
-9.12%
18.47%
3.97%
23.95%
-14.26%
18.43%
3.63%
14.98%
-7.76%
20.20%
3.68%
23.12%
-15.09%
15.58%
-4.50%
15.38%
-5.71%
20.12%
5.39%
As of April 23, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.50% Upgrade Upgrade
Stock 98.47% Upgrade Upgrade
Bond 0.49% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.54% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index. The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index. The index is designed to address risks and opportunities within developed markets located outside the U.S.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Value
Fixed Income Style --
Broad Asset Class International Equity
Broad Category Equity
Category Name Foreign Large Value
Category Index MSCI ACWI Ex USA Value NR USD
Global Category Name Global Equity Large Cap
YCharts Categorization Global Equity
YCharts Benchmark MSCI ACWI Ex USA Total Return (^MSACXUSTR)
Prospectus Objective Foreign Stock
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford RiskOptimized DM ExUS TR USD 100.0%
Broad Asset Class Benchmark Index
^MSACXUSNTR 100.0%
Manager Tenure
David France 3.43 yrs
Marlene Walker-Smith 3.43 yrs
Michael Stoll 3.43 yrs
Todd Frysinger 3.43 yrs
Vlasta Sheremeta 3.43 yrs

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