ROUS

Hartford Multifactor US Equity ETF
A

73
*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.

ROUS MSCI ESG Analytics Insight

Hartford Multifactor US Equity ETF has an MSCI ESG Fund Rating of BBB based on a score of 4.56 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 US Equity ETF ranks in the 29th percentile within its peer group and in the 13th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

ROUS 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 08/15/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
ROUS -6.65% -1.04% 10.17% -5.71% 9.35% -- --
ROUS (NAV) -6.97% -1.64% 9.47% -5.21% 9.05% -- --
Hartford Risk-Optimized Multifactor US Equity Index -6.96% -1.61% 9.57% -5.08% 9.26% 7.57% --
MSCI USA Large Cap Index -5.33% 0.52% 15.05% 3.49% 11.73% 10.29% 13.28%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

ROUS Summary Data

Hartford
02/25/15
Open-Ended Fund
0.19%
$278.33M
$1.11M
0.14%

ROUS Portfolio Data

$70.45B
16.24
2.40
2.07%
06/25/19
333

ROUS Index Data

Hartford Risk-Optimized Multifactor US Equity Index
Multi-Factor
Multi-Factor
MSCI USA Large Cap Index

ROUS Portfolio Management

0.19%
-0.15%
-0.13%
-0.28%

ROUS Tax Exposures

20.00% / 39.60%
--
Qualified dividends
No

ROUS Fund Structure

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

ROUS Factset Analytics Block Liquidity

As of 08/16/19
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

35,142
$1.11M
21,113
$678.44K
0.14%
$0.05
0.09%
0.41% / -1.01%
None
100.00%
50,000
0.42
0.05%
0.01%
--
$30.18
5

ROUS Sector/Industry Breakdown


ROUS
Segment Benchmark
18.60%
14.74%
17.74%
28.70%
15.01%
14.37%
13.58%
13.28%
10.28%
9.15%
7.30%
7.55%
5.93%
5.34%
4.64%
2.30%
4.12%
1.92%
2.79%
2.63%

ROUS Countries


ROUS
Segment Benchmark
100.00%
100.00%

ROUS Regions


ROUS
Segment Benchmark
100.00%
100.00%

ROUS Economic Development


ROUS
Segment Benchmark
100.00%
100.00%

ROUS Performance Statistics

0.93
0.96
0.95
0.94
0.28%
MSCI USA Large Cap Index

ROUS MSCI ESG Ratings

BBB
4.56 / 10
13.01
28.67
4.35%
4.92%
172.49

ROUS BENCHMARK COMPARISON HOLDINGS

333
300
197
37.45%

ROUS BENCHMARK COMPARISON SUMMARY


ROUS
Segment Benchmark
333
300
$70.45B
$266.16B
16.24
22.10
2.40
3.61
2.24%
1.89%
Low
Low

ROUS BENCHMARK COMPARISON MARKET CAP SIZE


ROUS
Segment Benchmark
75.06%
99.72%
24.31%
0.28%
0.63%
0.00%
0.00%
0.00%