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. cr£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 A based on a score of 6.22 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 53th percentile within its peer group and in the 64th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.
ROUS MSCI FaCS and Factor Box
MSCI FaCS is a standard method for evaluating and reporting the Factor characteristics of equity portfolios including ETFs. The Factor Box includes 6 Factors that MSCI has identified that historically provided a return premium. On the vertical axis, the Factor Groups, are displayed and the horizontal axis displays the Factor exposure, overweight, underweight or neutral.
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 Top 10 Holdings[View All]
ROUS Economic Development
ROUS Performance Statistics
ROUS MSCI ESG Ratings
ROUS Benchmark Comparison Summary
ROUS Benchmark Comparison Market Cap Size