http://apiprod.etf.internal.com/private/fund/ROUS/fundreport
ROUS

ROUS

Hartford Multifactor US Equity ETF
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71
  • Overview
  • Efficiency
  • Tradability
  • Fit

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 October 19, 2017 the Hartford Multifactor US Equity ETF MSCI ESG Fund Quality Score is 4.77 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 29th percentile within its peer group and in the 27th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

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  • YTD
  • 1 Year
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  • Max
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ROUS Top 10 Countries

ROUS Top 10 Sectors

ROUS Top 10 Holdings View All

ROUS Summary Data

Hartford
02/25/15
Open-Ended Fund
0.29%
$35.03M
$72.53K
0.23%

ROUS Portfolio Data

$64.43B
18.29
3.74
1.65%
12/21/17
322

ROUS Index Data

Multi-Factor
Multi-Factor
MSCI USA Large Cap

Related ETFs to ROUS

SPHD, FEX, GSLC, JKD, CSM
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

ROUS Portfolio Management

0.29%
-0.34%
-0.2%
-1%

ROUS Tax Exposures

20% / 39.6%
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Qualified dividends
No

ROUS Fund Structure

Open-Ended Fund
No
Yes
No Policy
N/A
N/A
Medium
Daily
Bats Book Viewer
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LAST 10 TRADES
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Bats BZX Real-time Quote - 23:59:59
Daily Spread
Premium/Discount
Volume

ROUS Factset Analytics Block Liquidity

As of 10/20/17
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

2,165
$72.53K
670
$28.44K
0.23%
$0.07
0.05%
1.44% / -5.06%
None
100%
50,000
0.01
0.05%
0.01%
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$29.34
5

ROUS Sector/Industry BreakdownView All

ROUSSegment Benchmark
16.03% 19.72%
24.71% 18.04%
14.55% 15.37%
12.34% 11.23%
9.33% 10.95%
5.91% 5.65%
1.48% 4.45%
2.73% 2.66%

ROUS Geographic Exposure

ROUSSegment Benchmark
99.94% 100.00%
0.06% --

ROUSSegment Benchmark
99.94% 100.00%
0.06% --
0.00% / 0.00% 0.00% / 0.00%

ROUS Performance Statistics

0.84
1.12
1.08
1.16
0.23%
MSCI USA Large Cap

ROUS MSCI ESG Ratings

4.77 / 10
29.17
27.45
6.44%
6.33%
164.94

ROUS BENCHMARK COMPARISON

    ROUS
    322 Holdings
    Segment Benchmark
    302 Constituents
    Shared Holdings
    190 (Count)
     
    38.30% (Weight)
ROUSSegment Benchmark
194.53 B 64.43 B
99.47% 72.94%
0.53% 26.14%
0.00% 0.93%
0.00% 0.00%
1.96% 1.98%