Hartford Multifactor Developed Markets (ex-US) ETF RODM

Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis RODM

Will RODM outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings RODM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 11.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Bank of Canada

1.23 19M
Financial Services

Bank of Montreal

1.21 19M
Financial Services

ASML Holding NV ADR

1.21 19M
Technology

The Toronto-Dominion Bank

1.16 18M
Financial Services

Millicom International Cellular SA

1.09 17M
Communication Services

Great-West Lifeco Inc

1.04 16M
Financial Services

Nokia Oyj ADR

1.04 16M
Technology

Equinor ASA

1.03 16M
Energy

BOC Hong Kong Holdings Ltd

1.01 16M
Financial Services

Bank of Nova Scotia

0.97 15M
Financial Services

Sponsor Center