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Hartford US Quality Growth Index   

Hartford US Quality Growth Index   

Objective

Designed to provide efficient quality-biased exposure to the US large-cap growth equity market.

Description of Methodology

The Index methodology seeks to deliver exposure to what we consider to be growth companies while mitigating risk and enhancing return potential through factor security selection while applying a comprehensive risk framework to overall Index construction. The rules-­based, proprietary methodology utilizes an optImization process to help maximize exposure to quaIity while avoiding negative exposure to value and momentum and controlling for sector and size at the portfolio level.

download metholodogy document  Hartford Multifactor Index Methodologies

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 US Quality Growth Index 27.99 36.06 --- --- --- 41.08
 
CUMULATIVE %
(as of 9/30/2024)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 9/30/2024)
YTD 1YR 3YR 5YR 10YR SI1
Hartford US Quality Growth Index 20.78 37.20 --- --- --- 33.13

SI = Since Inception. Index Inception: 06/30/2023

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 12/23/2024)
Ticker LHQGOX Index
Inception Date 06/30/2023
Current Index Value 1409.96
Last Closing Level 1400.54
Change
Change %
52-Week-High 1445.53
52-Week-Low 1072.89
Number Of Holdings 126
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 outlined in this document is calculated and distributed by S&P Dow Jones Indices. The index is calculated as a price and total return index.

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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