Hartford Multifactor Small Cap ETF (ROSC)
ARCA ARCA Primary Summary
ROSC Chart
ROSC Is Solid But Has One Glaring Weakness
Hartford Multifactor Small Cap ETF is a small-cap multifactor fund that emphasizes quality, value, momentum, and low volatility. Its expense ratio is 0.34% and the ETF has $33 million in assets under management. Despite ROSC's relative unpopularity, its returns have been solid. Since its Index change, it's easily outperformed the Russell 2000 and Russell 2000 Value Indexes. Its quality screens are most likely responsible. My fundamental analysis revealed a 14% ROE compared to 4-5% for these benchmarks.
Hartford Multifactor Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 7,149 | $304,579.39 | $396,626.52 | $92,047.13 | 30.22% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,722 | $268,961.3 | $317,456.56 | $48,495.26 | 18.03% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 8,152 | $351,311.98 | $452,272.96 | $100,960.98 | 28.74% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 4,842 | $193,479.08 | $268,973.1 | $75,494.02 | 39.02% |
 Jill Batley Gateway Wealth Partners LLC | 20,520 | $978,331.46 | $1.14M | $162,902.7 | 16.65% |
Hartford Multifactor Small Cap ETF (ROSC) FAQ
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Hartford Multifactor Small Cap ETF Profile
| ARCA Exchange | US Country |
Overview
The company operates as an investment fund focused on the opportunities within the United States small cap market. It dedicates at least 80% of its net assets, in addition to any borrowing for investment purposes, to securities that are part of its benchmark index, as well as depositary receipts representing these securities. This strategy is grounded in the selection of equity securities from companies that demonstrate a favorable blend of factor characteristics. These characteristics include valuation, momentum, and quality, aiming to navigate the risks and opportunities inherent in the U.S. small cap universe effectively.
Products and Services
- Small Cap Equity Investments
This service involves the strategic investment in equity securities of small cap companies located within the United States. The focus is on selecting companies demonstrating positive factor characteristics such as good valuation, strong momentum, and high quality. This approach seeks to capitalize on the growth potential of these companies while managing investment risks.
- Index-Based Investment Strategies
The fund employs index-based investment strategies, committing at least 80% of its net assets—and any borrowings for investment purposes—to securities that are part of, or equivalent to, the securities within its benchmark index. This method is intended to replicate or approximate the performance of the index, which is specially designed to highlight opportunities and mitigate risks in the U.S. small cap market.
- Depositary Receipts Investments
An integral part of the fund's investment approach includes allocating portionsof its assets to depositary receipts. These receipts represent ownership in the securities of foreign companies that are part of the fund’s index but are traded on U.S. stock exchanges. This allows for a broader exposure to the small cap universe by incorporating international companies that meet the fund’s criteria for valuation, momentum, and quality.
