Hartford Multifactor Small Cap ETFROSC
ROSC
0
Funds holding %
of 7,425 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
60% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 5
43% more capital invested
Capital invested by funds: $6.64M [Q3] → $9.48M (+$2.84M) [Q4]
18% more funds holding
Funds holding: 17 [Q3] → 20 (+3) [Q4]
8.2% more ownership
Funds ownership: 20.81% [Q3] → 29.0% (+8.2%) [Q4]
Research analyst outlook
We haven’t received any recent analyst ratings for ROSC.
Financial journalist opinion
Positive
Seeking Alpha
1 month ago
ROSC Is Solid But Has One Glaring Weakness
Hartford Multifactor Small Cap ETF is a small-cap multifactor fund that emphasizes quality, value, momentum, and low volatility. Its expense ratio is 0.34% and the ETF has $33 million in assets under management. Despite ROSC's relative unpopularity, its returns have been solid. Since its Index change, it's easily outperformed the Russell 2000 and Russell 2000 Value Indexes. Its quality screens are most likely responsible. My fundamental analysis revealed a 14% ROE compared to 4-5% for these benchmarks.
Positive
ETF Trends
1 year ago
Small Caps Rally Following CPI Report
The Russell 2000 has entered positive territory for the year as small caps rallied on a cooler-than-expected October CPI report. While the style-pure small-cap benchmark has clawed back its year-to-date losses, it's being handily outpaced by Hartford Funds' multifactor small cap ETF.
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