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Upturn AI SWOT - About
Hartford Multifactor US Equity ETF (ROUS)
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Upturn Advisory Summary
08/14/2025: ROUS (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 18.42% | Avg. Invested days 59 | 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 0.86 | 52 Weeks Range 44.20 - 53.78 | Updated Date 06/29/2025 |
52 Weeks Range 44.20 - 53.78 | Updated Date 06/29/2025 |
Upturn AI SWOT
Hartford Multifactor US Equity ETF
ETF Overview
Overview
The Hartford Multifactor US Equity ETF (ROUS) seeks to provide investment results that, before fees and expenses, correspond to the performance of the Sabrient Multi-Factor Equity Index. It focuses on US equities and employs a multifactor approach to stock selection.
Reputation and Reliability
Hartford Funds has a generally positive reputation as a well-established asset manager with a long track record.
Management Expertise
Hartford Funds has experienced portfolio managers and analysts specializing in various investment strategies, including factor-based investing.
Investment Objective
Goal
Seeks to provide investment results that, before fees and expenses, correspond to the performance of the Sabrient Multi-Factor Equity Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Sabrient Multi-Factor Equity Index, which employs a multifactor approach.
Composition The ETF primarily holds US equities, selected based on multifactor criteria such as value, momentum, quality, and yield.
Market Position
Market Share: The ETF holds a small market share within the broader US equity ETF market.
Total Net Assets (AUM): 144800000
Competitors
Key Competitors
- IVV
- SPY
- VTI
- QUAL
- MTUM
Competitive Landscape
The ETF market is highly competitive, with several established players holding significant market share. ROUS competes with broad market ETFs and other factor-based ETFs. Its advantages may include a specific factor combination, while disadvantages could be lower liquidity and brand recognition compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data should be obtained from reliable sources like Hartford Funds website or financial data providers. This includes annual returns, standard deviation, and Sharpe ratio.
Benchmark Comparison: Compare ROUS's performance against the Sabrient Multi-Factor Equity Index or a broad market index like the S&P 500.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
ROUS's average trading volume indicates adequate, but not exceptionally high, liquidity.
Bid-Ask Spread
The bid-ask spread is typically low, reflecting decent liquidity, but might widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Economic indicators, sector growth prospects, and current market conditions impact the performance of ROUS, particularly the performance of factors it targets (e.g., value, momentum).
Growth Trajectory
Growth trends depend on the ETF's ability to attract investors seeking factor-based strategies. Changes to the underlying index or portfolio holdings could impact its future performance.
Moat and Competitive Advantages
Competitive Edge
ROUS's competitive edge lies in its multifactor investment strategy based on the Sabrient Multi-Factor Equity Index. This strategy may outperform traditional market-cap-weighted indices. Its factor combination may offer unique risk-return characteristics compared to other factor ETFs. The ETF's selection process and weighting methodology contribute to its differentiation.
Risk Analysis
Volatility
Assess ROUS's historical volatility, often measured by standard deviation, in relation to its benchmark and peers.
Market Risk
ROUS is subject to market risk, including fluctuations in equity prices and sector-specific risks affecting its holdings. Its multifactor strategy aims to mitigate some of these risks.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking targeted exposure to US equities through a multifactor investment strategy.
Market Risk
ROUS is suitable for long-term investors seeking factor-based exposure but might be less appealing to active traders due to potentially lower liquidity.
Summary
The Hartford Multifactor US Equity ETF (ROUS) offers exposure to US equities through a multifactor investment strategy, targeting factors like value, momentum, and quality. It tracks the Sabrient Multi-Factor Equity Index and has an expense ratio of 0.29%. ROUS is suitable for investors seeking targeted factor exposure as a component of a diversified portfolio. Its performance will depend on the success of its factor selection and weighting methodology.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Hartford Funds website
- ETF.com
- Morningstar
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Consult with a qualified financial advisor 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 US Equity ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal conditions, the fund will invest at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. The index methodology seeks to enhance return potential through multifactor stock selection while applying a comprehensive risk framework to overall index construction.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.