ROUSHartford Multifactor US Equity ETF
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
ROUS Top 10 Countries
ROUS Top 10 Sectors
ROUS Top 10 Holdings [View All]
ROUS Summary Data
ROUS Portfolio Data
ROUS Index Data
ROUS Portfolio Management
ROUS Tax Exposures
ROUS Fund Structure
ROUS Factset Analytics Block Liquidity
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 Sector/Industry Breakdown
ROUS TOP 10 HOLDINGS[View All]
ROUS Economic Development
ROUS Performance Statistics
ROUS MSCI ESG Ratings
ROUS BENCHMARK COMPARISON SUMMARY
ROUS BENCHMARK COMPARISON MARKET CAP SIZE