ROUS

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

ROUS Fund Description

ROUS 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.

PERFORMANCE [as of 08/03/22] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
ROUS 5.71% 0.16% -8.34% -1.44% 10.53% 9.46% --
ROUS (NAV) 5.46% 0.21% -8.25% -1.58% 10.45% 9.49% --
MSCI USA Large Cap Index 9.09% 0.15% -12.80% -6.23% 14.46% 13.26% 13.92%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

ROUS Summary Data

The Hartford
Hartford
02/25/15
Open-Ended Fund
0.19%
$401.74M
$2.99M
0.19%

ROUS Portfolio Data

$166.96B
15.52
3.70
1.66%
N/A
360

ROUS Index Data

Hartford Multifactor Large Cap Index
Multi-Factor
Multi-Factor
MSCI USA Large Cap Index

ROUS Portfolio Management

0.19%
--
--
--

ROUS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

ROUS Fund Structure

Open-Ended Fund
No
Yes
-- / --
N/A
N/A
Low
Daily

ROUS Factset Analytics Block Liquidity

As of 08/04/22
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

75,381
$2.99M
15,633
$599.63K
0.19%
$0.07
-0.04%
0.32% / -1.56%
None
99.00%
50,000
0.31
0.04%
0.01%
0
$40.01
5

ROUS Sector/Industry Breakdown


ROUS
Segment Benchmark
14.56%
--
13.12%
--
11.50%
--
10.60%
--
10.35%
--
5.38%
--
4.61%
--
4.35%
--
3.64%
--
3.17%
--

ROUS Top 10 Holdings[View All]

Pfizer Inc. 1.33%
Apple Inc. 1.07%
11.22%

ROUS Countries


ROUS
Segment Benchmark
99.82%
99.90%
0.18%
0.10%

ROUS Regions


ROUS
Segment Benchmark
100.00%
100.00%

ROUS Economic Development


ROUS
Segment Benchmark
100.00%
100.00%

ROUS Performance Statistics

0.90
0.76
0.77
0.78
0.43%
MSCI USA Large Cap Index

ROUS Benchmark Comparison Holdings

360
296
164
43.03%

ROUS Benchmark Comparison Summary


ROUS
Segment Benchmark
360
296
$166.96B
$561.38B
15.52
17.33
3.70
3.34
1.88%
1.47%
Low
Low

ROUS Benchmark Comparison Market Cap Size


ROUS
Segment Benchmark
79.34%
99.97%
20.66%
0.03%
0.01%
0.00%
0.00%
0.00%