Hartford Multifactor Small Cap ETF (ROSC)
38.65
-0.05
(-0.12%)
USD |
NYSEARCA |
Apr 18, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.34% | -0.01% | 28.99M | 2428.10 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 2.15% | 47.00% | -8.255M | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide investment results that correspond to the total return performance of the Hartford Multifactor Small Cap Index. The fund generally invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the United States small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Value |
| Category Index | Russell 2000 Value TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | Hartford Mutual Funds |
| Prospectus Benchmark Index | |
| Hartford Multifactor Small Cap TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| David France | 3.43 yrs |
| Marlene Walker-Smith | 3.43 yrs |
| Michael Stoll | 3.43 yrs |
| Todd Frysinger | 3.43 yrs |
| Vlasta Sheremeta | 3.43 yrs |
Performance Versus Category
As of April 18, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 18, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide investment results that correspond to the total return performance of the Hartford Multifactor Small Cap Index. The fund generally invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the United States small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | Small Cap/Value |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Value |
| Category Index | Russell 2000 Value TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small & Mid Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Small Company |
| Fund Owner Firm Name | Hartford Mutual Funds |
| Prospectus Benchmark Index | |
| Hartford Multifactor Small Cap TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| David France | 3.43 yrs |
| Marlene Walker-Smith | 3.43 yrs |
| Michael Stoll | 3.43 yrs |
| Todd Frysinger | 3.43 yrs |
| Vlasta Sheremeta | 3.43 yrs |