RODM - ETF AI Analysis

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Hartford Multifactor Developed Markets (ex-US) ETF (RODM)

Rating:64Neutral

Price Target:―

RODM, the Hartford Multifactor Developed Markets (ex-US) ETF, earns a solid overall rating driven largely by high-quality healthcare names like Novartis, GSK, and Roche, which bring strong financial performance, solid pipelines, and supportive dividend profiles. Financial institutions such as Toronto-Dominion Bank, BOC Hong Kong, and Bank of Montreal also bolster the fund with resilient earnings and attractive valuations, though some holdings like Nokia and Orange face profitability, cash flow, or valuation pressures that modestly weigh on the rating. The main risk factor is the fund’s meaningful exposure to a few sectors such as healthcare and financials, which could increase sensitivity to sector-specific downturns.

Positive Factors

Broad Country Diversification

The fund spreads its investments across many developed markets outside the U.S., which helps reduce the impact of problems in any single country.

Balanced Sector Mix

Holdings are spread across financials, industrials, health care, consumer sectors, and more, limiting reliance on any one part of the economy.

Solid Recent Performance Trend

The ETF has shown steady gains over the last few months, indicating improving momentum in its underlying markets.

Negative Factors

Heavy Tilt Toward Financials

A large share of the portfolio is in financial companies, which can make the fund more sensitive to banking and interest-rate risks.

Mixed Results Among Top Holdings

Some of the largest positions, including several banks and other companies, have shown weaker performance this year, which can drag on overall returns.

Moderate Expense Ratio

The fund’s fee is not especially low for a broad developed-markets ETF, which slightly reduces the net return investors keep over time.

RODM vs. SPDR S&P 500 ETF (SPY)

AUM1.57B

RegionDeveloped Markets

Expense Ratio0.29%

Beta0.49

IssuerHartford

Inception DateFeb 25, 2015

Dividend Yield2.96%

Asset ClassEquity

Index TrackedHartford Risk-Optimized Multi Developed Markets Ex-US Index

Share Statistics

EPS (TTM)N/A

Shares OutstandingN/A

10 Day Avg. Volume101,472

30 Day Avg. Volume98,578

Financial Highlights & Ratios

PEG RatioN/A

Price to Book (P/B)N/A

Price to Sales (P/S)N/A

P/FCF RatioN/A

Enterprise Value/Market CapN/A

Enterprise Value/RevenueN/A

Enterprise Value/Gross ProfitN/A

Enterprise Value/EbitdaN/A

Forecast

1Y Price Target

41.97

Price Target Upside― Downside

Rating ConsensusModerate Buy

Number of Analyst Covering318

EPS Forecast (FY)N/A

Revenue Forecast (FY)N/A

RODM Summary

RODM is the Hartford Multifactor Developed Markets (ex-US) ETF, which tracks the Hartford Risk-Optimized Multi Developed Markets Ex-US Index. It invests in a wide range of companies from developed countries outside the U.S., including Japan, the UK, Canada, and more. The fund holds well-known names like Nokia, Roche, and Royal Bank of Canada, and spreads money across many sectors such as financials, industrials, and health care. Someone might invest in RODM to diversify beyond the U.S. stock market and seek long-term growth. Risk: the value can go up and down with international markets and currency swings.

How much will it cost me?The Hartford Multifactor Developed Markets (ex-US) ETF (RODM) has an expense ratio of 0.29%, which means you’ll pay $2.90 per year for every $1,000 invested. This is slightly higher than average for passively managed ETFs, as it uses a multifactor strategy to optimize returns and manage risk.

What would affect this ETF?RODM’s focus on developed markets outside the U.S. could benefit from economic recovery or growth in regions like Europe and Asia, particularly in sectors such as financials and healthcare, which have significant weight in the ETF. However, challenges like rising interest rates, geopolitical tensions, or regulatory changes in these regions could negatively impact the performance of its top holdings, including companies like Nokia and Roche Holding AG. Additionally, currency fluctuations between the U.S. dollar and foreign currencies may influence returns for U.S.-based investors.

RODM Top 10 Holdings

RODM is leaning heavily on big non-U.S. health care and telecom names, with GSK, Roche, and Novartis quietly powering the fund as their shares keep climbing on solid drug pipelines and steady cash flows. Telecom players like Orange and Nokia are also rising, adding a bit of cyclical kick, even if sentiment around them is a bit mixed. On the financial side, Canadian banks such as TD and Bank of Montreal, along with BOC Hong Kong, are more steady than spectacular, helping with stability but not exactly lighting a fire under performance. Overall, it’s a diversified developed-markets ex-U.S. mix, with no single stock dominating the story.

Name	Company Name	Weight %	Market Value	Market Cap	Yearly Gain	Overall Rating
NOK	Nokia	1.61%	$24.51M	$44.05B	51.92%	66 Neutral
ENGI	Engie SA	1.31%	$20.04M	€68.15B	56.87%	64 Neutral
GSK	GlaxoSmithKline	1.24%	$18.85M	$110.82B	41.85%	77 Outperform
ROG	Roche Holding AG	1.18%	$17.94M	CHF263.94B	22.97%	73 Outperform
	―	1.18%	$17.91M	―	―	―
TD	Toronto Dominion Bank	1.13%	$17.19M	$162.09B	64.41%	74 Outperform
NOVN	Novartis AG	1.10%	$16.82M	CHF230.74B	25.88%	80 Outperform
ORA	ORANGE SA	1.10%	$16.73M	€45.37B	44.45%	65 Neutral
CNA	Centrica	1.08%	$16.42M	£9.06B	39.55%	66 Neutral
AD	Koninklijke Ahold Delhaize N.V.	1.06%	$16.21M	€35.37B	20.32%	62 Neutral

RODM Technical Analysis

Technical Analysis Sentiment

Positive

Last Price―

Price Trends

50DMA

39.00

Positive

100DMA

37.38

Positive

200DMA

35.72

Positive

Market Momentum

MACD

0.12

Positive

RSI

45.15

Neutral

STOCH

31.51

Neutral

Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For RODM, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 40.30, equal to the 50-day MA of 39.00, and equal to the 200-day MA of 35.72, indicating a neutral trend. The MACD of 0.12 indicates Positive momentum. The RSI at 45.15 is Neutral, neither overbought nor oversold. The STOCH value of 31.51 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for RODM.

RODM Peer Comparison

Comparison Results

Name	Price	Price Target	AUM	Expense Ratio	Overall Rating
RODM	―	―	$1.57B	0.29%	64 Neutral
GSIE	―	―	$5.13B	0.25%	66 Neutral
LVHI	―	―	$4.42B	0.40%	70 Outperform
IMTM	―	―	$3.58B	0.30%	69 Neutral
IDMO	―	―	$3.22B	0.25%	68 Neutral
INTF	―	―	$3.15B	0.16%	65 Neutral

Performance Comparison

RODM

Hartford Multifactor Developed Markets (ex-US) ETF

38.89

8.67

28.69%

GSIE

Goldman Sachs ActiveBeta International Equity ETF

―

LVHI

Legg Mason International Low Volatility High Dividend ETF

―

IMTM

iShares MSCI Intl Momentum Factor ETF

―

IDMO

Invesco S&P International Developed Momentum ETF

―

INTF

iShares MSCI Intl Multifactor ETF

―

Glossary

BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―

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