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Upturn AI SWOT - About
Hartford Multifactor Small Cap ETF (ROSC)
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Upturn Advisory Summary
10/24/2025: ROSC (1-star) is currently NOT-A-BUY. Pass it for now.
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 11.31% | Avg. Invested days 60 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 Russell 2000u00ae Equal Weight Multifactor Index. It focuses on small-cap U.S. equities and uses a multifactor investment strategy.
Reputation and Reliability
Hartford Funds has a solid reputation and a long track record in the asset management industry, known for providing a diverse range of investment products.
Management Expertise
Hartford Funds has a team of experienced portfolio managers and analysts with expertise in factor-based investing and small-cap equities.
Investment Objective
Goal
The ETF aims to track the performance of an index that selects and weights small-cap companies based on multiple factors.
Investment Approach and Strategy
Strategy: The ETF tracks the Russell 2000u00ae Equal Weight Multifactor Index, employing a multifactor strategy.
Composition The ETF primarily holds a diversified portfolio of small-cap U.S. stocks.
Market Position
Market Share: ROSC's market share within the small-cap multifactor ETF space is moderate.
Total Net Assets (AUM): 145800000
Competitors
Key Competitors
- Dimensional US Small Cap Value ETF (DFSV)
- Avantis US Small Cap Value ETF (AVUV)
- Invesco S&P SmallCap 600 Equal Weight ETF (EWSC)
Competitive Landscape
The small-cap multifactor ETF market is competitive, with several established players. ROSC distinguishes itself through its specific multifactor approach and weighting scheme. ROSC must continuously demonstrate superior risk-adjusted returns to gain market share. DFSV and AVUV have larger AUM.
Financial Performance
Historical Performance: ROSC's historical performance depends on market conditions and its multifactor strategy's effectiveness. Investors should review performance data over various periods.
Benchmark Comparison: The ETF's performance should be compared to the Russell 2000 index and its own tracked index, the Russell 2000u00ae Equal Weight Multifactor Index, to assess its value-add.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
The average trading volume of ROSC is moderate, which can impact the ease of buying and selling shares.
Bid-Ask Spread
ROSC generally has a tighter bid-ask spread, reducing trading costs for investors.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, and investor sentiment towards small-cap stocks can influence ROSC's performance.
Growth Trajectory
ROSC's growth trajectory depends on its ability to attract assets and deliver competitive returns compared to its benchmark and peers.
Moat and Competitive Advantages
Competitive Edge
ROSC offers a multifactor approach within the small-cap space, potentially providing diversification benefits and enhanced returns. Its investment strategy, combining value, momentum, quality, and low volatility factors, differentiates it. The equal weighting within the tracked index further reduces concentration risk. The ETF's low expense ratio adds to its appeal for cost-conscious investors. Hartford's established brand also contributes to its competitive edge.
Risk Analysis
Volatility
Small-cap stocks are inherently more volatile than large-cap stocks; ROSC will reflect this heightened volatility.
Market Risk
ROSC is susceptible to market risk, especially concerning small-cap stocks and fluctuations within the broader market.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to small-cap U.S. equities with a multifactor approach and a moderate to high-risk tolerance.
Market Risk
ROSC is suited for long-term investors seeking diversified exposure to the small-cap market, but active traders may also utilize it for short-term tactical allocations.
Summary
Hartford Multifactor Small Cap ETF (ROSC) offers exposure to small-cap U.S. equities employing a multifactor strategy that blends value, momentum, quality, and low volatility. It is designed for investors seeking enhanced returns and diversification within the small-cap market. Its moderate trading volume and tighter bid-ask spread provide reasonable liquidity. ROSC is a long-term investment but can be strategically utilized by active traders for tactical allocations. Investors should carefully assess the ETF's risk profile and ensure it aligns with their investment objectives and risk tolerance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered financial advice. Market share data are estimates and may vary. Investors should conduct their own due diligence before making any investment decisions.
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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