Hartford Multifactor Small Etf Profile
| ROSC Etf | USD 47.39 0.02 0.04% |
Performance8 of 100
| Odds Of DistressLess than 9
|
Hartford Multifactor is trading at 47.39 as of the 28th of November 2024, a 0.04 percent decrease since the beginning of the trading day. The etf's open price was 47.41. Hartford Multifactor has less than a 9 % chance of experiencing financial distress in the next few years but had a somewhat ok performance during the last 90 days. Equity ratings for Hartford Multifactor Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
The fund generally invests at least 80 percent of its net assets in securities of the index and in depositary receipts representing securities of the index. Hartford Multifactor is traded on NYSEARCA Exchange in the United States. More on Hartford Multifactor Small
Moving together with Hartford Etf
Hartford Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Small Cap ETFs, Size And Style ETFs, Small Value, Hartford Mutual Funds (View all Sectors) |
| Issuer | Hartford Funds |
| Inception Date | 2015-03-23 |
| Benchmark | Hartford Multifactor Small Cap Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 35.54 Million |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Small Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | Hartford Funds Management Company, LLC |
| Advisor | Lattice Strategies, LLC |
| Custodian | State Street Bank and Trust Company |
| Distributor | ALPS Distributors, Inc. |
| Portfolio Manager | Richard A. Brown, Thomas J. Durante, Karen Q. Wong |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Sep |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 323 |
| Market Maker | Jane Street |
| Total Expense | 0.34 |
| Management Fee | 0.34 |
| Country Name | USA |
| Returns Y T D | 16.64 |
| Name | Hartford Multifactor Small Cap ETF |
| Currency Code | USD |
| Open Figi | BBG0089X2QF4 |
| In Threey Volatility | 20.92 |
| 1y Volatility | 20.68 |
| 200 Day M A | 41.7873 |
| 50 Day M A | 44.1361 |
| Code | ROSC |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
| In Threey Sharp Ratio | 0.15 |
Hartford Multifactor Small [ROSC] is traded in USA and was established 2015-03-23. The fund is listed under Small Value category and is part of Hartford Mutual Funds family. The entity is thematically classified as Small Cap ETFs. Hartford Multifactor at this time have 31.03 M in assets. , while the total return for the last 3 years was 7.9%.
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 Small 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.
Hartford Multifactor Currency Exposure
Hartford Multifactor Small holds assets that are exposed to currency risk. As an investor, you have to ensure that the increase in value or dividend from foreign constituents of Hartford Multifactor will not be offset by an unfavorable exchange rate and will not cancel out the return on assets from different countries. In other words, assess how much of your investment depends on the development of foreign currencies before you invest in Hartford Multifactor Small.
Top Hartford Multifactor Small Etf Constituents
| CPRX | Catalyst Pharmaceuticals | Stock | Health Care | |
| IDT | IDT Corporation | Stock | Communication Services | |
| SPWH | Sportsmans | Stock | Consumer Discretionary | |
| MTCH | Match Group | Stock | Communication Services | |
| IMKTA | Ingles Markets Incorporated | Stock | Consumer Staples | |
| VIVO | Meridian Bioscience | Stock | Health Care | |
| SFM | Sprouts Farmers Market | Stock | Consumer Staples | |
| CORT | Corcept Therapeutics Incorporated | Stock | Health Care |
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.
| Risk Adjusted Performance | 0.0845 | |||
| Jensen Alpha | (0.05) | |||
| Total Risk Alpha | (0.08) | |||
| Sortino Ratio | 0.0104 |
Hartford Multifactor Against Markets
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in Hartford Multifactor Small. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state. You can also try the Price Exposure Probability module to analyze equity upside and downside potential for a given time horizon across multiple markets.
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.