RORE

Hartford Multifactor REIT ETF
N/A

77
*Unless otherwise stated, data provided by FactSet.

RORE Fund Description

The Hartford Multifactor REIT ETF tracks an index of U.S. REITS across multiple property types. The strategy utilizes a proprietary factor-based model, including quality, momentum, and value factors.

RORE Factset Analytics Insight

RORE invests in U.S. REITs using a proprietary weighting and selection model based on multiple factors. The fund’s goal is to provide better returns than vanilla market-cap-weighted indexes while maintaining a similar risk profile over a complete market cycle. RORE’s strategy utilizes three popular factors—quality, momentum, and value—though further insight into the specific methodology is left opaque. The fund reaches broadly across the REIT space, diversifying across multiple REIT sectors. The fund heavily tilts towards mid- and small-caps relative to our vanilla cap-weighted benchmark.

RORE 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 September 20, 2018 the Hartford Multifactor REIT ETF MSCI ESG Fund Quality Score is 3.15 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. RORE ranks in the 16th percentile within its peer group and in the 1st percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

RORE CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 09/20/18] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RORE -2.87% 2.40% 2.59% 4.03% -- -- --
RORE (NAV) -2.37% 2.23% 2.83% 4.13% -- -- --
Thomson Reuters US Residential & Commercial REITs -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RORE Top 10 Countries

RORE Top 10 Sectors

RORE Top 10 Holdings [View All]

RORE Summary Data

Hartford
10/03/16
Open-Ended Fund
0.45%
$27.81M
$58.54K
0.29%

RORE Portfolio Data

$6.61B
38.31
2.35
3.49%
09/21/18
55

RORE Index Data

Lattice Risk-Optimized Real Estate Strategy Index
Multi-Factor
Multi-Factor
Thomson Reuters US Residential & Commercial REITs

RORE Portfolio Management

0.45%
--
--
--

RORE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RORE Fund Structure

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

RORE Factset Analytics Block Liquidity

As of 09/21/18
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of RORE. RORE is rated a 4 out of 5.

RORE Tradability

2,998
$58.54K
724
$14.16K
0.29%
$0.05
0.09%
1.51% / -1.72%
None
100.00%
100,000
0.01
0.02%
0.31%
--
$15.63
4

RORE Sector/Industry Breakdown


RORE
Segment Benchmark
55.81%
40.89%
31.78%
41.46%
12.04%
12.08%

RORE Countries


RORE
Segment Benchmark
100.00%
100.00%

RORE Regions


RORE
Segment Benchmark
100.00%
100.00%

RORE Economic Development


RORE
Segment Benchmark
100.00%
100.00%

RORE Performance Statistics

0.91
1.06
1.04
1.07
0.26%
Thomson Reuters US Residential & Commercial REITs

RORE MSCI ESG Ratings

3.15 / 10
16.02
1.38
4.00%
6.51%
82.12

RORE BENCHMARK COMPARISON HOLDINGS

55
185
51
23.68%

RORE BENCHMARK COMPARISON SUMMARY


RORE
Segment Benchmark
55
185
$6.61B
$21.15B
38.31
32.61
2.35
2.35
4.92%
4.21%
--
--

RORE BENCHMARK COMPARISON MARKET CAP SIZE


RORE
Segment Benchmark
9.95%
51.21%
50.53%
40.42%
36.03%
7.58%
3.49%
0.79%