Key stats
About Hartford Multifactor US Equity ETF
Home page
Inception date
Feb 25, 2015
Structure
Open-Ended Fund
Replication method
Physical
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
Lattice Strategies LLC
Distributor
ALPS Distributors, Inc.
ISIN
US5184164094
ROUS charges a reasonable fee for a complex strategy focused on US large-cap stocks. ROUS` aim is clear: better returns than vanilla cap-weighted indexes and actively managed strategies over a full market cycle. To get there, the fund`s index uses 3 popular factorsvalue, momentum and qualityalong with meaningful single-stock size caps and volatility and sector constraints at the portfolio level. In contrast with some peer funds, these factors are considered in concert (rather than independently) to minimize counteraction. The index design described above is consistent with portfolio attributes relative to our cap-weighted benchmark: a bias to mid-caps and value stocks, along with lower beta and modest sector bets. On Oct. 24 2016, the fund name and index name changed to reflect Hartford`s acquisition of Lattice (the former issuer and index provider). There were no changes to the investment objectives or index methodology resulting from the change.
Related funds
Classification
What's in the fund
Exposure type
Technology Services
Finance
Electronic Technology
Retail Trade
Stock breakdown by region
Top 10 holdings
Displays a symbol's price movements over previous years to identify recurring trends.
Frequently Asked Questions
An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
ROUS assets under management is 573.58 M USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
ROUS invests in stocks. See more details in our Analysis section.
ROUS expense ratio is 0.19%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, ROUS isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
Yes, ROUS pays dividends to its holders with the dividend yield of 1.57%.
ROUS shares are issued by The Hartford Insurance Group, Inc.
ROUS follows the Hartford Multi-factor Large Cap Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Feb 25, 2015.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.