|
Ticker |
Exchange |
Hartford
Disciplined US Equity ETF |
HDUS |
NYSE
Arca |
Management
fees
|
|
Distribution
and service (12b-1) fees
|
|
Other
expenses
|
|
Total
annual fund operating expenses |
|
Year
1
|
Year
3
|
$ |
$ |
Portfolio
Manager |
Title |
Involved
with
Fund
Since |
Marlene
Walker Smith |
Director,
Head of Equity Index Portfolio Management of Mellon |
2022 |
Todd
Frysinger, CFA |
Vice
President, Senior Portfolio Manager of Mellon |
2022 |
David
France, CFA |
Vice
President, Senior Portfolio Manager of Mellon |
2022 |
Michael
Stoll |
Vice
President, Senior Portfolio Manager of Mellon |
2022 |
Vlasta
Sheremeta, CFA |
Vice
President, Senior Portfolio Manager of Mellon |
2022 |
√ Principal
Risk
X
Additional Risk |
Hartford
Disciplined US Equity ETF |
Authorized
Participant Concentration Risk |
√ |
Cash
Transactions Risk |
X |
Counterparty
Risk |
X |
Depositary
Receipts Risk |
X |
Derivatives
Risk |
X |
Futures
and Options Risk |
X |
Swaps
Risk |
X |
Hedging
Risk |
X |
Equity
Risk |
√ |
Exchange
Traded Funds Risk |
X |
Exchange
Traded Notes Risk |
X |
Illiquid
Investments Risk |
X |
Index
Tracking Risk |
√ |
Index
Related Risk |
√ |
Industry
Concentration Risk |
√ |
Large
Cap Securities Risk |
√ |
Large
Shareholder Transaction Risk |
X |
Liquidity
Risk |
X |
Market
Price Risk |
√ |
Market
Risk |
√ |
New
Fund Risk |
√ |
No
Guarantee of Active Trading Market Risk |
X |
Other
Investment Companies Risk |
X |
Passive
Strategy/Index Risk |
√ |
Restricted
Securities Risk |
X |
Rule
144A Securities and Regulation S Securities Risk |
X |
Secondary
Trading Market Issues |
X |
Securities
Lending Risk |
X |
Small
Cap Securities Risk |
X |
Use
as an Underlying Fund Risk |
X |
Valuation
Risk |
√ |
Volatility
Risk |
X |
Portfolio
Manager |
Positions
Over the Past Five Years |
Marlene
Walker Smith |
Director,
Head of Equity Index Portfolio Management of Mellon. Ms.
Walker
Smith received an MBA in finance from the University of
Pittsburgh
and a BA in history and Russian from Washington & Jefferson
College
and has 30 years of investment experience. |
Todd
Frysinger, CFA |
Vice
President, Senior Portfolio Manager of Mellon. Mr. Frysinger
received
an MS in finance from Boston College and a BS in finance and
management
from Elizabethtown College and has 20 years of
investment
experience. |
David
France, CFA |
Vice
President, Senior Portfolio Manager of Mellon. Mr. France received
an
MS in finance from Loyola University Maryland and a BSBA in
accounting
from Duquesne University and has 27 years of investment
experience. |
Michael
Stoll |
Vice
President, Senior Portfolio Manager of Mellon. Mr. Stoll received a
BS
in civil engineering from the University of California at Irvine, and an
MBA
and an MS in engineering from the University of California at
Berkeley
and has 16 years of investment
experience. |
Portfolio
Manager |
Positions
Over the Past Five Years |
Vlasta
Sheremeta, CFA |
Vice
President, Senior Portfolio Manager of Mellon. Ms. Sheremeta
received
an MBA from Carnegie Mellon University and a BS in business
administration
from the University of Pittsburgh and has 10 years of
investment
experience. |
Hartford
Funds |
(For
overnight mail) |
690
Lee Road |
Hartford
Funds |
Wayne,
PA 19087 |
690
Lee Road |
|
Wayne,
PA 19087 |