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.
Hartford Multifactor Developed Markets (ex-US) ETF RODM
Morningstar’s Analysis RODM
Will RODM outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 |