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Upturn AI SWOT - About
Hartford Multifactor Small Cap ETF (ROSC)
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Upturn Advisory Summary
04/01/2025: 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.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type ETF | Historic Profit -11.62% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 04/01/2025 |
Key Highlights
Volume (30-day avg) 2227 | Beta 1.03 | 52 Weeks Range 37.85 - 47.59 | Updated Date 04/2/2025 |
52 Weeks Range 37.85 - 47.59 | Updated Date 04/2/2025 |
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 Income Index. It focuses on U.S. small-cap stocks, employing a multifactor approach that considers quality, value, and income factors to select holdings.
Reputation and Reliability
Hartford Funds is a well-established investment management firm with a history of offering various investment products. They are generally regarded as reliable.
Management Expertise
Hartford Funds has a team of experienced investment professionals managing their ETFs, leveraging their knowledge of factor-based investing.
Investment Objective
Goal
To track the performance, before fees and expenses, of the Sabrient Small Cap Quality Income Index.
Investment Approach and Strategy
Strategy: The ETF tracks the Sabrient Small Cap Quality Income Index, which employs a rules-based methodology to select small-cap companies based on quality, value, and income factors.
Composition The ETF primarily holds stocks of small-cap U.S. companies identified as having strong quality, value, and income characteristics.
Market Position
Market Share: ROSC's market share within the small-cap factor ETF space is relatively small compared to larger competitors.
Total Net Assets (AUM): 45330000
Competitors
Key Competitors
- Invesco S&P SmallCap Quality ETF (XSHQ)
- Principal U.S. Small-Cap Multi-Factor Index ETF (PSC)
- Dimensional US Small Cap ETF (DFAS)
Competitive Landscape
The small-cap factor ETF industry is competitive, with many funds offering similar strategies. ROSC differentiates itself through its specific index and factor weighting. Competitors like XSHQ and DFAS have larger AUM, potentially indicating greater investor confidence or longer track records. A disadvantage for ROSC is its smaller size which could lead to concerns about liquidity.
Financial Performance
Historical Performance: Historical performance data can be retrieved from financial data providers.
Benchmark Comparison: ROSC's performance should be compared against the Sabrient Small Cap Quality Income Index to assess tracking effectiveness.
Expense Ratio: 0.29
Liquidity
Average Trading Volume
ROSC's average trading volume is moderate, which could affect the ease of buying or selling large quantities.
Bid-Ask Spread
The bid-ask spread varies, but generally, it is reasonable for a small-cap ETF, potentially increasing transaction costs.
Market Dynamics
Market Environment Factors
Economic growth, interest rates, and investor sentiment toward small-cap stocks all influence ROSC. Sector-specific trends within the small-cap universe also play a role.
Growth Trajectory
ROSC's growth is tied to the performance of its underlying index and the overall demand for small-cap factor-based ETFs. Changes in the index methodology or holdings may occur.
Moat and Competitive Advantages
Competitive Edge
ROSC's competitive edge lies in its specific multifactor approach, focusing on quality, value, and income within the small-cap universe, which may appeal to investors seeking a particular factor combination. The fund's strategic index from Sabrient seeks potentially undervalued companies. This strategic differentiation provides a competitive niche in the crowded small-cap ETF market.
Risk Analysis
Volatility
ROSC's volatility is expected to be similar to other small-cap ETFs, which tends to be higher than large-cap ETFs.
Market Risk
ROSC is subject to market risk associated with small-cap stocks, including economic downturns, sector-specific challenges, and company-specific risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to U.S. small-cap stocks with a focus on quality, value, and income factors.
Market Risk
ROSC is suitable for long-term investors seeking diversified exposure to small-cap stocks with a factor-based approach. It's less suited for active traders due to potentially lower liquidity.
Summary
The Hartford Multifactor Small Cap ETF offers a multifactor approach to small-cap investing by selecting stocks based on quality, value and income metrics. It seeks to track the Sabrient Small Cap Quality Income Index. Its competitiveness is influenced by market dynamics. While ROSC offers a unique factor combination for investors, its smaller size and moderate trading volume could be drawbacks.
Similar Companies
- XSHQ
- PSC
- DFAS
- VBR
- IJS
Sources and Disclaimers
Data Sources:
- Hartford Funds Website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Consult with a qualified financial advisor before making any investment decisions. Market share data is estimated and subject to change.
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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