ROSC
Hartford Multifactor Small Cap ETF
📎 Investment Objective
The Hartford Multifactor Small Cap ETF (ROSC) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the ROSC Index, which is designed to provide exposure to small-capitalization U.S. companies with attractive valuation, momentum, quality, and low volatility characteristics.
Overview
ETF tracking Hartford Multifactor Small Cap ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The Hartford Multifactor Small Cap ETF (ROSC) seeks to provide investment results that, before fees and expenses, correspond generally to the total return performance of the ROSC Index, which is designed to provide exposure to small-capitalization U.S. companies with attractive valuation, momentum, quality, and low volatility characteristics.
🎯 Investment Strategy
The ETF uses a multifactor approach to invest in a diversified portfolio of small-cap U.S. stocks. The fund's holdings are selected and weighted based on factors such as valuation, momentum, quality, and low volatility in an effort to outperform the broader small-cap market.
✨ Key Features
- Exposure to a diversified portfolio of small-cap U.S. stocks
- Utilizes a multifactor investment approach to target stocks with attractive valuation, momentum, quality, and low volatility characteristics
- Seeks to provide investment results that correspond to the ROSC Index, before fees and expenses
- Relatively low expense ratio of 0.00%
⚠️ Primary Risks
- Small-cap stocks may be subject to higher volatility and lower liquidity than large-cap stocks
- Multifactor investment strategies may not always be successful in identifying undervalued securities
- The fund's performance may deviate from its target index due to tracking error
- As a new fund, it has a limited performance history
👤 Best For
The Hartford Multifactor Small Cap ETF may be suitable for investors seeking exposure to small-cap U.S. stocks with a focus on factors such as valuation, momentum, quality, and low volatility. It may be appropriate for investors with a medium to long-term investment horizon and a moderate risk tolerance.