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Overview
Hartford Disciplined US Equity Index is designed to capture the performance potential of the US large-cap equities by seeking balanced and consistent exposures across multiple risk factors at lower levels of volatility, while controlling for active risk compared to a similar broad market capitalization weighted index.
Description of Methodology
The index methodology seeks to enhance return potential through multifactor security selection while applying a comprehensive risk framework to overall index construction. The rules-based, proprietary methodology utilizes an optimization process to target balanced and consistent exposures across value, momentum and quality factors while controlling for total active risk and a reduced volatility level relative to the capitalization-weighted universe.
Performance
PERFORMANCE %
|
CUMULATIVE %
(as of 11/30/2024)
|
AVERAGE ANNUAL TOTAL RETURNS %
(as of 11/30/2024)
|
|||||||
|---|---|---|---|---|---|---|---|---|
| YTD | 1YR | 3YR | 5YR | 10YR | SI 1 | |||
| Hartford Disciplined US Equity Index | 27.73 | 33.52 | --- | --- | --- | 8.34 | ||
|
CUMULATIVE %
(as of 9/30/2024)
|
AVERAGE ANNUAL TOTAL RETURNS %
(as of 9/30/2024)
|
|||||||
|---|---|---|---|---|---|---|---|---|
| YTD | 1YR | 3YR | 5YR | 10YR | SI1 | |||
| Hartford Disciplined US Equity Index | 20.96 | 33.84 | --- | --- | --- | 6.73 | ||
SI = Since Inception. Index Inception: 12/31/2021
Past performance does not guarantee future results.
Performance reflects cumulative total returns for periods of less than one year and average annual total returns for periods of one year or greater.
Indices are unmanaged and not available for direct investment.
Characteristics
KEY FACTS
(as of 12/24/2024)
| Ticker | LHDUSX Index |
| Inception Date | 12/31/2021 |
| Current Index Value | 1254.54 |
| Last Closing Level | 1242.46 |
| Change | 12.08 |
| Change % | 0.96% |
| 52-Week-High | 1272.88 |
| 52-Week-Low | 972.12 |
| Number Of Holdings | 271 |
Important Notes
The Index's Provider (Lattice Strategies LLC ("Lattice Strategies" or "Lattice"), a wholly owned subsidiary of Hartford Funds Management Company, LLC ("HFMC")), is responsible for the methodology and selection of each index component. The Index is calculated and distributed by Solactive AG. The Hartford Multifactor Indices are calculated as price and total return indexes.
Index returns do not represent actual fund or portfolio returns. A fund or portfolio may differ significantly from the index. The index does not reflect any management fees, transaction fees, brokerage expenses, or other expenses that may reduce returns. Index returns assume that dividends have been reinvested. Investors cannot invest directly in the Index.
The Index's Provider (Lattice Strategies LLC ("Lattice Strategies" or "Lattice"), a wholly owned subsidiary of Hartford Funds Management Company, LLC ("HFMC")), is responsible for the methodology and selection of each index component. The Index is calculated and distributed by Solactive AG. The Hartford Multifactor Indices are calculated as price and total return indexes.
Index returns do not represent actual fund or portfolio returns. A fund or portfolio may differ significantly from the index. The index does not reflect any management fees, transaction fees, brokerage expenses, or other expenses that may reduce returns. Index returns assume that dividends have been reinvested. Investors cannot invest directly in the Index.
Sources for all data: Bloomberg and Hartford Funds.
Investing involves risk, including the possible loss of principal.
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