Hartford Multifactor Equity Etf Profile

ROUS Etf  USD 53.83  0.39  0.73%   

Performance

10 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 9

 
High
 
Low
Low
Hartford Multifactor is selling for under 53.83 as of the 23rd of November 2024; that is 0.73 percent increase since the beginning of the trading day. The etf's lowest day price was 53.58. Hartford Multifactor has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for Hartford Multifactor Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of February 2024 and ending today, the 23rd of November 2024. Click here to learn more.
Under normal conditions, the fund will invest at least 80 percent of its assets in securities of the index and in depositary receipts representing securities of the index. Lattice US is traded on NYSEARCA Exchange in the United States. More on Hartford Multifactor Equity

Moving together with Hartford Etf

  0.97VTV Vanguard Value IndexPairCorr
  0.98VYM Vanguard High DividendPairCorr
  0.98IWD iShares Russell 1000PairCorr
  0.96DGRO iShares Core DividendPairCorr
  0.97IVE iShares SP 500PairCorr
  0.93DVY iShares Select DividendPairCorr

Moving against Hartford Etf

  0.65NRGU Bank Of MontrealPairCorr

Hartford Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationLarge Cap ETFs, Size And Style ETFs, Large Value, Hartford Mutual Funds (View all Sectors)
IssuerHartford Funds
Inception Date2015-02-25
BenchmarkHartford Multifactor Large Cap Index
Entity TypeRegulated Investment Company
Asset Under Management421.89 Million
Average Trading Valume98,198.2
Asset TypeEquity
CategorySize and Style
FocusLarge Cap
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorState Street Bank and Trust Company
AdvisorLattice Strategies, LLC
CustodianState Street Bank and Trust Company
DistributorALPS Distributors, Inc.
Portfolio ManagerRichard A. Brown, Thomas J. Durante, Karen Q. Wong
Transfer AgentState Street Bank and Trust Company
Fiscal Year End31-May
ExchangeNYSE Arca, Inc.
Number of Constituents350
Market MakerVirtu Financial
Total Expense0.19
Management Fee0.19
Country NameUSA
Returns Y T D23.68
NameHartford Multifactor US Equity ETF
Currency CodeUSD
Open FigiBBG00864V4W9
In Threey Volatility15.26
1y Volatility10.91
200 Day M A48.9654
50 Day M A52.0318
CodeROUS
Updated At23rd of November 2024
Currency NameUS Dollar
Hartford Multifactor Equity [ROUS] is traded in USA and was established 2015-02-25. The fund is listed under Large Value category and is part of Hartford Mutual Funds family. The entity is thematically classified as Large Cap ETFs. Hartford Multifactor at this time have 333.74 M in assets. , while the total return for the last 3 years was 9.9%.
Check Hartford Multifactor Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hartford Multifactor Equity Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Hartford Multifactor Equity Etf Constituents

METMetLifeStockFinancials
PRUPrudential FinancialStockFinancials
BMYBristol Myers SquibbStockHealth Care
JNJJohnson JohnsonStockHealth Care
ABBVAbbVie IncStockHealth Care
GOOGLAlphabet Inc Class AStockCommunication Services
MSFTMicrosoftStockInformation Technology
CSCOCisco SystemsStockInformation Technology
More Details

Hartford Multifactor Top Holders

HRATXThe Hartford GrowthMutual FundAllocation--70% to 85% Equity
HRACXThe Hartford GrowthMutual FundAllocation--70% to 85% Equity
HAFVXHartford Aarp BalancedMutual FundAllocation--30% to 50% Equity
HAFRXHartford Multi Asset IncomeMutual FundAllocation--30% to 50% Equity
HBADXHartford Moderate AllocationMutual FundAllocation--50% to 70% Equity
HAFSXHartford Multi Asset IncomeMutual FundAllocation--30% to 50% Equity
HAFDXHartford Multi Asset IncomeMutual FundAllocation--30% to 50% Equity
HRAAXHartford Growth AllocationMutual FundAllocation--70% to 85% Equity
More Details

Hartford Multifactor Risk Profiles

The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hartford Multifactor. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.

Hartford Multifactor Against Markets

When determining whether Hartford Multifactor is a strong investment it is important to analyze Hartford Multifactor's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Hartford Multifactor's future performance. For an informed investment choice regarding Hartford Etf, refer to the following important reports:
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Hartford Multifactor Equity. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in employment.
You can also try the Portfolio Suggestion module to get suggestions outside of your existing asset allocation including your own model portfolios.
The market value of Hartford Multifactor is measured differently than its book value, which is the value of Hartford that is recorded on the company's balance sheet. Investors also form their own opinion of Hartford Multifactor's value that differs from its market value or its book value, called intrinsic value, which is Hartford Multifactor's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Hartford Multifactor's market value can be influenced by many factors that don't directly affect Hartford Multifactor's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Hartford Multifactor's value and its price as these two are different measures arrived at by different means. Investors typically determine if Hartford Multifactor is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Hartford Multifactor's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.