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 15 January 2019
Asset Under Management 5.24 Million (USD)
1 Month Total Return -2.42 %
Year To Date Return 3.35 %
1 Year Total Return 6.61 %
3 Year Annualized Total Return
NAV 26.2
Share Outstanding 200,000
Top 10 Holdings (15 January 2019)
Constituent Name Constituent Ticker Constituent Type Weighting
MCDONALD S CORP COMMON STOCK USD.01 MCD EQUI 0.0183460000
VERIZON COMMUNICATIONS INC VZ EQUI 0.0180090000
JOHNSON + JOHNSON COMMON STOCK USD1.0 JNJ EQUI 0.0159250000
UNITEDHEALTH GROUP INC COMMON STOCK USD.01 UNH EQUI 0.0157870000
AT+T INC COMMON STOCK USD1.0 T EQUI 0.0157520000
CHEVRON CORP COMMON STOCK USD.75 CVX EQUI 0.0152370000
EXXON MOBIL CORP XOM EQUI 0.0141310000
HONEYWELL INTERNATIONAL INC HON EQUI 0.0127800000
BOEING CO/THE COMMON STOCK USD5.0 BA EQUI 0.0122360000
WASTE MANAGEMENT INC COMMON STOCK USD.01 WM EQUI 0.0113300000