ROUSHartford Multifactor US Equity ETF
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.
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 Economic Development
ROUS Performance Statistics
ROUS Benchmark Comparison Summary
ROUS Benchmark Comparison Market Cap Size