RORE

Hartford Multifactor REIT ETF
*Unless otherwise stated, data provided by FactSet.

RORE Fund Description

RORE 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

Hartford Multifactor REIT ETF has an MSCI ESG Fund Rating of B based on a score of 1.90 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

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. Hartford Multifactor REIT ETF ranks in the 2nd percentile within its peer group and in the 14th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

RORE Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 11/20/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
RORE -0.80% 4.61% 24.58% 17.13% 9.40% -- --
RORE (NAV) -0.97% 4.68% 24.28% 17.35% 9.71% -- --
Hartford Risk-Optimized Multifactor REIT Index -0.88% 4.87% 24.86% 17.95% 10.22% -- --
Thomson Reuters US Residential & Commercial REITs -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

RORE Summary Data

Hartford
10/03/16
Open-Ended Fund
0.45%
$16.62M
$39.87K
0.35%

RORE Portfolio Data

$7.71B
367.60
2.01
4.49%
12/20/19
57

RORE Index Data

Hartford Risk-Optimized Multifactor REIT Index
Multi-Factor
Multi-Factor
Thomson Reuters US Residential & Commercial REITs

RORE Portfolio Management

0.45%
-0.50%
-0.38%
-0.63%

RORE Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

RORE Fund Structure

Open-Ended Fund
No
Yes
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

RORE Factset Analytics Block Liquidity

As of 11/21/19
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

2,445
$39.87K
531
$8.70K
0.35%
$0.06
-0.03%
2.03% / -3.42%
None
100.00%
100,000
0.01
0.01%
0.23%
0
$16.50
4

RORE Sector/Industry Breakdown


RORE
Segment Benchmark
56.34%
39.30%
28.97%
45.23%
12.85%
14.71%
1.84%
0.76%

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

0.90
1.02
1.03
1.07
0.29%
Thomson Reuters US Residential & Commercial REITs

RORE MSCI ESG Ratings

B
1.90 / 10
13.55
2.19
2.03%
6.17%
93.60

RORE Benchmark Comparison Holdings

57
181
54
26.55%

RORE Benchmark Comparison Summary


RORE
Segment Benchmark
57
181
$7.71B
$27.96B
367.60
50.23
2.01
2.59
6.27%
3.93%
Low
Medium

RORE Benchmark Comparison Market Cap Size


RORE
Segment Benchmark
15.65%
58.43%
48.04%
33.72%
30.22%
7.33%
6.09%
0.51%