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 US Equity ETF ROUS
Morningstar’s Analysis ROUS
Will ROUS outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the ROUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of ROUS’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 12.0
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Top 10 Holdings
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% Portfolio Weight
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Market Value USD
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Sector
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|---|---|---|---|
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Cisco Systems Inc | 1.39 | 9M | Technology |
Fortinet Inc | 1.20 | 8M | Technology |
KLA Corp | 1.17 | 7M | Technology |
Western Digital Corp | 1.15 | 7M | Technology |
Lam Research Corp | 1.11 | 7M | Technology |
Applied Materials Inc | 1.06 | 7M | Technology |
Dell Technologies Inc Ordinary Shares - Class C | 1.05 | 7M | Technology |
Merck & Co Inc | 0.98 | 6M | Healthcare |
United States