ROUS

Hartford Multifactor US Equity ETF
B

77
*Unless otherwise stated, data provided by FactSet.

ROUS Fund Description

The Hartford Multifactor US Equity ETF tracks an index of US large-cap stocks. The index relies on value, momentum and quality factors, among others.

ROUS Factset Analytics Insight

ROUS charges a reasonable fee for a complex strategy focused on US large-cap stocks. ROUS’ aim is clear: better returns than vanilla cap-weighted indexes and actively managed strategies over a full market cycle. To get there, the fund’s index uses 3 popular factors—value, momentum and quality—along with meaningful single-stock size caps and volatility and sector constraints at the portfolio level. In contrast with some peer funds, these factors are considered in concert (rather than independently) to minimize counteraction. The index design described above is consistent with portfolio attributes relative to our cap-weighted benchmark: a bias to midcaps and value stocks, along with lower beta and modest sector bets.

On Oct. 24 2016, the fund name and index name changed to reflect Hartford’s acquisition of Lattice (the former issuer and index provider). There were no changes to the investment objectives or index methodology resulting from the change.

ROUS MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of June 18, 2018 the Hartford Multifactor US Equity ETF MSCI ESG Fund Quality Score is 4.81 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ROUS ranks in the 22nd percentile within its peer group and in the 26th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

ROUS CHARTS AND PERFORMANCE

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 06/18/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
ROUS 1.84% 1.01% 4.11% 19.88% 11.56% -- --
ROUS (NAV) 2.04% 1.02% 4.55% 19.50% 10.80% -- --
Hartford Risk-Optimized Multifactor US Equity Index 2.95% 1.87% 4.91% 19.99% 11.74% -- --
MSCI USA Large Cap 2.47% 1.31% 4.91% 16.57% 11.82% 13.44% 9.90%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

ROUS Top 10 Countries

ROUS Top 10 Sectors

ROUS Top 10 Holdings [View All]

ROUS Summary Data

Hartford
02/25/15
Open-Ended Fund
0.19%
$136.59M
$1.85M
0.15%

ROUS Portfolio Data

$63.31B
15.99
2.61
1.41%
06/21/18
354

ROUS Index Data

Multi-Factor
Multi-Factor
MSCI USA Large Cap

ROUS Portfolio Management

0.19%
-0.26%
-0.20%
-0.36%

ROUS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

ROUS Fund Structure

Open-Ended Fund
No
Yes
No Policy
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

ROUS Factset Analytics Block Liquidity

As of 06/19/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of ROUS. ROUS is rated a 5 out of 5.

ROUS Tradability

58,980
$1.85M
7,276
$227.95K
0.15%
$0.05
0.05%
1.80% / -1.17%
None
100.00%
50,000
0.15
0.05%
0.01%
--
$32.44
5

ROUS Sector/Industry Breakdown


ROUS
Segment Benchmark
20.76%
16.20%
18.89%
26.29%
13.62%
13.67%
11.94%
12.44%
10.37%
9.14%
8.62%
7.89%
5.91%
6.38%
4.96%
1.51%
2.34%
2.42%
1.44%
2.09%

ROUS TOP 10 HOLDINGS[View All]

1.49%
1.42%
1.35%
1.25%
1.17%
1.09%
1.06%
1.03%
0.97%
0.97%
11.8%

ROUS Countries


ROUS
Segment Benchmark
100.25%
100.00%

ROUS Regions


ROUS
Segment Benchmark
100.25%
100.00%

ROUS Economic Development


ROUS
Segment Benchmark
100.00%
100.00%

ROUS Performance Statistics

0.92
0.98
0.96
1.00
0.22%
MSCI USA Large Cap

ROUS MSCI ESG Ratings

4.81 / 10
22.02
25.80
4.26%
5.31%
198.12

ROUS BENCHMARK COMPARISON HOLDINGS

354
301
197
36.20%

ROUS BENCHMARK COMPARISON SUMMARY


ROUS
Segment Benchmark
354
301
$63.31B
$221.72B
15.99
23.61
2.61
3.32
1.83%
1.93%
--
--

ROUS BENCHMARK COMPARISON MARKET CAP SIZE


ROUS
Segment Benchmark
73.60%
99.78%
26.05%
0.22%
0.35%
0.00%
0.00%
0.00%