VMAX – Hartford US Value ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of Hartford US Value Index that tracks the performance of exchange traded U.S. large cap equity securities and is designed to consist of U.S. equities with favorable value characteristics and relatively lower market valuations. The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
VMAX	Hartford US Value ETF	ETF	Open	—		Dec 5, 2023	$50.01M	0.290%	—	—	−$6.90M

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