Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Hartford Multifactor Developed Markets (ex-US) ETF (RODM)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: RODM (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -10.27% | Avg. Invested days 34 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.92 | 52 Weeks Range 25.97 - 34.04 | Updated Date 06/30/2025 |
52 Weeks Range 25.97 - 34.04 | Updated Date 06/30/2025 |
Upturn AI SWOT
Hartford Multifactor Developed Markets (ex-US) ETF
ETF Overview
Overview
The Hartford Multifactor Developed Markets (ex-US) ETF (RODM) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index. The fund focuses on developed markets, excluding the US, employing a multifactor investment strategy.
Reputation and Reliability
Hartford Funds has a generally positive reputation, offering a range of ETFs and mutual funds. They are a well-established player in the investment management industry.
Management Expertise
Hartford Funds has a team of experienced portfolio managers and analysts dedicated to managing their ETF offerings.
Investment Objective
Goal
The ETF aims to provide investment results that closely track the performance of the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Hartford Risk-Optimized Multifactor Developed Markets (ex-US) Index.
Composition The ETF holds a portfolio of stocks from developed markets, excluding the United States. It's weighted based on factors like value, momentum, and quality.
Market Position
Market Share: Relatively small market share compared to major competitors in the developed markets (ex-US) ETF space.
Total Net Assets (AUM): 186300000
Competitors
Key Competitors
- Vanguard FTSE Developed Markets ETF (VEA)
- iShares Core MSCI EAFE ETF (IEFA)
- Schwab International Equity ETF (SCHF)
Competitive Landscape
The international developed market ETF space is highly competitive, dominated by low-cost, broad-market ETFs from Vanguard and iShares. RODM differentiates itself with its multifactor approach, which may appeal to investors seeking enhanced returns but also exposes them to tracking error relative to market-cap weighted indexes. The bigger firms benefit from greater liquidity and lower expense ratios due to scale.
Financial Performance
Historical Performance: Performance data unavailable without live financial data access.
Benchmark Comparison: Performance data unavailable without live financial data access.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume is moderate, suggesting reasonable liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically narrow, implying relatively low trading costs.
Market Dynamics
Market Environment Factors
Economic growth in developed markets (ex-US), currency fluctuations, and interest rate policies all influence RODM's performance.
Growth Trajectory
Growth depends on the performance of its underlying holdings and the effectiveness of its multifactor strategy in capturing market returns. Further changes in the strategy are possible.
Moat and Competitive Advantages
Competitive Edge
RODM's competitive edge lies in its multifactor investment strategy, which aims to outperform traditional market-cap weighted indexes by targeting stocks with attractive value, momentum, and quality characteristics. The risk-optimization approach also sets it apart. However, the increased expense ratio may deter some investors compared to lower-cost alternatives.
Risk Analysis
Volatility
Volatility is generally comparable to other developed markets (ex-US) ETFs, depending on the specific market conditions and factor exposures.
Market Risk
RODM is exposed to market risk associated with equity investments in developed countries outside the US, including economic downturns, political instability, and currency risk.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to developed markets (ex-US) equities, willing to accept moderate risk, and believes in the potential of multifactor investing to enhance returns.
Market Risk
RODM is suitable for long-term investors with a diversified portfolio who are comfortable with potential tracking error relative to broad market indexes.
Summary
The Hartford Multifactor Developed Markets (ex-US) ETF provides access to developed markets (ex-US) equities through a multifactor investment approach. It aims to outperform market-cap weighted indexes by targeting value, momentum, and quality factors. However, its expense ratio is higher than some of its competitors, and performance is subject to the success of the multifactor strategy and the overall market environment. It is best suited for long-term investors who understand and accept the risks associated with multifactor investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hartford Multifactor Developed Markets (ex-US) ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund generally invests at least 80% of its assets in securities included in the index and in depositary receipts representing securities included in the index. The index is designed to address risks and opportunities within developed markets located outside the U.S.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.