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Upturn AI SWOT - About
Hartford Multifactor Small Cap ETF (ROSC)
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Upturn Advisory Summary
08/14/2025: ROSC (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 10.61% | Avg. Invested days 53 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.06 | 52 Weeks Range 35.35 - 47.36 | Updated Date 06/30/2025 |
52 Weeks Range 35.35 - 47.36 | Updated Date 06/30/2025 |
Upturn AI SWOT
Hartford Multifactor Small Cap ETF
ETF Overview
Overview
The Hartford Multifactor Small Cap ETF (ROSC) seeks to provide investment results that correspond to the performance of the Sabrient Small Cap Quality Yield Index. It focuses on small-cap U.S. equities selected and weighted based on factors such as value, momentum, and quality. The ETF primarily invests in stocks and aims to deliver long-term capital appreciation.
Reputation and Reliability
Hartford Funds has a solid reputation and a long history in the financial services industry. They are known for their commitment to delivering investment solutions and providing reliable asset management services.
Management Expertise
Hartford Funds has experienced portfolio managers and analysts who focus on factor-based investing. Their team combines quantitative analysis with fundamental research to identify undervalued small-cap companies.
Investment Objective
Goal
The ETF aims to provide long-term capital appreciation by investing in U.S. small-cap stocks.
Investment Approach and Strategy
Strategy: The ETF does not aim to track a specific broad market index but rather follows the Sabrient Small Cap Quality Yield Index, which uses a multifactor approach.
Composition The ETF holds primarily U.S. small-cap stocks, selected and weighted based on factors such as value, momentum, and quality.
Market Position
Market Share: Data unavailable to provide market share.
Total Net Assets (AUM): 113861506.99
Competitors
Key Competitors
- iShares Russell 2000 ETF (IWM)
- Vanguard Small-Cap ETF (VB)
- Schwab U.S. Small-Cap ETF (SCHA)
Competitive Landscape
The small-cap ETF market is competitive, with IWM and VB holding significant AUM. ROSC differentiates itself through its multifactor approach, focusing on value, momentum, and quality. ROSC may offer better risk-adjusted returns than competitors, but it also has a lower AUM which can affect liquidity.
Financial Performance
Historical Performance: Historical performance data unavailable.
Benchmark Comparison: Benchmark comparison data unavailable.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average daily trading volume of ROSC is moderate, which could affect ease of trading.
Bid-Ask Spread
The typical bid-ask spread is relatively small, suggesting moderate trading costs.
Market Dynamics
Market Environment Factors
Economic indicators like GDP growth, interest rates, and inflation influence the performance of small-cap stocks. Sector growth prospects and overall market conditions also affect ROSC.
Growth Trajectory
Growth trajectory data unavailable. Any changes to strategy and holdings is subject to Hartford Funds' adjustments based on market conditions and investment goals.
Moat and Competitive Advantages
Competitive Edge
Hartford Multifactor Small Cap ETF's competitive edge lies in its multifactor investment approach, which seeks to identify undervalued small-cap companies with strong financials. This approach aims to generate superior risk-adjusted returns compared to market-cap-weighted indexes. The fund's focus on quality, value, and momentum factors may provide a more stable and sustainable performance profile over the long term. Additionally, the fund's index methodology seeks to mitigate some of the risks associated with traditional small-cap investing.
Risk Analysis
Volatility
Volatility data unavailable.
Market Risk
Specific market risks include exposure to small-cap stocks, which can be more volatile than large-cap stocks, and sector-specific risks depending on the ETF's holdings.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking exposure to small-cap stocks with a focus on quality and value. Investors who want to diversify their portfolio and potentially achieve higher returns than traditional market-cap-weighted indexes.
Market Risk
The ETF is best suited for long-term investors who understand the risks associated with small-cap stocks and are comfortable with moderate volatility.
Summary
The Hartford Multifactor Small Cap ETF offers a multifactor approach to investing in U.S. small-cap stocks, focusing on quality, value, and momentum. It is suitable for long-term investors seeking potentially higher returns with managed risk. The ETF's expense ratio is competitive, but its AUM and liquidity are relatively low compared to larger competitors. Its performance will depend on the effectiveness of its multifactor strategy in selecting and weighting stocks. Overall, it provides a differentiated way to access the small-cap market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Investment decisions should be made after consulting with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Hartford Multifactor Small Cap ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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