Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.19% -0.07% 406.93M 16466.10
Dividend Yield Turnover Ratio 1 Year Fund Level Flows Max Drawdown (Since Inception)
1.74% 58.00% -101.75M 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 Multifactor Large Cap Index. Under normal conditions, the fund will invest at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. The index methodology seeks to enhance return potential through multifactor stock selection while applying a comprehensive risk framework to overall index construction.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Value
Category Index Russell 1000 Value TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford Multifactor Large Cap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 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)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of April 25, 2024. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

Loading chart...
Name
2017
2018
2019
2020
2021
2022
2023
YTD
22.88%
-9.57%
23.94%
6.58%
27.31%
-9.64%
15.05%
5.39%
21.83%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
6.30%
--
--
--
--
45.30%
-10.68%
-15.85%
2.10%
--
--
--
--
--
-9.14%
12.34%
3.36%
28.08%
-3.74%
25.01%
9.61%
20.84%
-7.01%
16.03%
1.59%
17.32%
-0.18%
27.87%
-1.37%
24.13%
-4.89%
0.53%
3.40%
As of April 25, 2024.

Asset Allocation

As of April 16, 2024.
Type % Net % Long % Short
Cash 0.31% Upgrade Upgrade
Stock 99.69% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.00% 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 Multifactor Large Cap Index. Under normal conditions, the fund will invest at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. The index methodology seeks to enhance return potential through multifactor stock selection while applying a comprehensive risk framework to overall index construction.
General
Security Type Exchange-Traded Fund
Equity Style Large Cap/Blend
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Large Value
Category Index Russell 1000 Value TR USD
Global Category Name US Equity Large Cap Blend
YCharts Categorization US Large Cap Blend
YCharts Benchmark S&P 500 Total Return (^SPXTR)
Prospectus Objective Growth
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Hartford Multifactor Large Cap TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 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

Top Portfolio Holders

0 of 0