LVUS

Fund Description
Hartford Multifactor Low Volatility US Equity ETF ("LVUS") seeks to provide investment returns that, before fees and expenses, correspond to the total return performance of Hartford Multifactor Low Volatility US Equity Index (Bloomber Ticker: LLVUSX), which tracks the performance of exchange traded U.S. equity securities. Focuses on stocks with low volatility characteristics, while seeking to provide market-like returns with lower risk and is designed to address unintended factor and structural risks.
Fund Profile
Fund Name Hartford Multifactor Low Volatility US Equity ETF
Fund Exchange Ticker LVUS
Fund Sponsor Hartford Funds
Fund ISIN US5184167063
Net Expense Ratio 0.22 %
Fund Inception Date 11 May 2017
Fund Legal Structure ETF (Open end fund)
Exchange BATS
Listing Country Code US
Fund Investment Objective
ETF Type Specific US Equities - Factor & Thematic
Asset Class Equities (Stocks)
Index Linked Passive
Index Name Hartford Multifactor Low Volatility US Equity Index
Index Provider Hartford Index
Currency Hedged No
Inverse / Leveraged Not Applicable
Developed / Emerging Developed Market Funds
Market Capitalization Range Broad Market / Multi-Cap
Growth Value Core / Blend
Continent North America
Key Statistics
Return As of Date 20 March 2019
Asset Under Management 7.08 Million (USD)
1 Month Total Return 0.46 %
Year To Date Return 11.92 %
1 Year Total Return 6.04 %
3 Year Annualized Total Return
NAV 28.34
Share Outstanding 250,000
Top 10 Holdings (19 March 2019)
Constituent Name Constituent Ticker Constituent Type Weighting
VERIZON COMMUNICATIONS INC VZ EQUI 0.0153200000
MCDONALD S CORP COMMON STOCK USD.01 MCD EQUI 0.0151040000
UNITEDHEALTH GROUP INC COMMON STOCK USD.01 UNH EQUI 0.0147420000
AT+T INC COMMON STOCK USD1.0 T EQUI 0.0146110000
EXXON MOBIL CORP XOM EQUI 0.0145690000
CHEVRON CORP COMMON STOCK USD.75 CVX EQUI 0.0144890000
JOHNSON + JOHNSON COMMON STOCK USD1.0 JNJ EQUI 0.0142210000
WALT DISNEY CO/THE COMMON STOCK USD.01 DIS EQUI 0.0136020000
MEDTRONIC PLC COMMON STOCK USD.1 MDT EQUI 0.0134500000
HONEYWELL INTERNATIONAL INC HON EQUI 0.0129040000