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Objective
Designed to provide efficient exposure to the developed (ex-US) and emerging small-cap equity market.
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 help achieve the desired composition and targeted characteristics, including reduced volatility; relative sector, country and size constraints; and positive value, momentum, and quality relative factor scores at the portfolio level.
Performance
PERFORMANCE %
|
CUMULATIVE %
(as of 10/31/2024)
|
AVERAGE ANNUAL TOTAL RETURNS %
(as of 10/31/2024)
|
|||||||
|---|---|---|---|---|---|---|---|---|
| YTD | 1YR | 3YR | 5YR | 10YR | SI 1 | |||
| Hartford Multifactor International Small Company Index | 5.53 | 19.21 | 0.47 | --- | --- | 5.79 | ||
|
CUMULATIVE %
(as of 9/30/2024)
|
AVERAGE ANNUAL TOTAL RETURNS %
(as of 9/30/2024)
|
|||||||
|---|---|---|---|---|---|---|---|---|
| YTD | 1YR | 3YR | 5YR | 10YR | SI1 | |||
| Hartford Multifactor International Small Company Index | 11.62 | 22.12 | 2.31 | --- | --- | 7.13 | ||
SI = Since Inception. Index Inception: 11/30/2019
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 11/22/2024)
| Ticker | LROISOX Index |
| Inception Date | 11/30/2019 |
| Current Index Value | 1293.44 |
| Last Closing Level | 1292.43 |
| Change | 1.01 |
| Change % | 0.08% |
| 52-Week-High | 1397.19 |
| 52-Week-Low | 1172.45 |
| Number Of Holdings | 299 |
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 Index is calculated as a price and total return 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 Index is calculated as a price and total return index.
Sources for all data: Bloomberg and Hartford Funds.
Investing involves risk, including the possible loss of principal.
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