ROSC - ETF AI Analysis
Top Page
Hartford Multifactor Small Cap ETF (ROSC)
Rating:70Outperform
Price Target:―
Positive Factors
Strong Year-to-Date Performance
The ETF has delivered strong gains so far this year, indicating solid recent momentum for investors.
Outperforming Top Holdings
Many of the largest positions have shown strong performance, helping to support the fund’s overall returns.
Broad Sector Diversification
The fund is spread across many different sectors, which helps reduce the impact if any single industry experiences a downturn.
Negative Factors
Single-Country Concentration
Almost all of the ETF’s holdings are in U.S. companies, offering little geographic diversification if the U.S. market weakens.
Moderate Expense Ratio
The fund’s fees are not especially low, which slightly reduces the net return investors keep over time.
Exposure to Some Lagging Holdings
A few top positions have shown weak or negative performance recently, which can drag on the fund’s overall results.
ROSC vs. SPDR S&P 500 ETF (SPY)
AUM50.62M
RegionNorth America
Expense Ratio0.34%
Beta0.80
IssuerHartford
Inception DateMar 24, 2015
Dividend Yield1.85%
Asset ClassEquity
Index TrackedHartford Multifactor Small Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume7,209
30 Day Avg. Volume4,908
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
63.88Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering312
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROSC Summary
Hartford Multifactor Small Cap ETF (ROSC) is a U.S. stock fund that follows the Hartford Multifactor Small Cap Index, focusing on smaller companies with room to grow. It uses a rules-based approach to pick stocks based on value, quality, and momentum, and spreads investments across sectors like financials, health care, and technology. The fund holds many lesser-known names, such as Organon and A10 Networks, giving investors broad diversification in small-cap stocks. Someone might invest for long-term growth and added diversification beyond large, well-known companies. A key risk is that small-cap stocks can be more volatile and may go up and down more than the overall market.
How much will it cost me?The Hartford Multifactor Small Cap ETF (ROSC) has an expense ratio of 0.34%, which means you’ll pay $3.40 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an actively managed multifactor strategy to select stocks, aiming to enhance returns and reduce risk. It’s a good option if you’re looking for a strategic approach to small-cap investing.
What would affect this ETF?The Hartford Multifactor Small Cap ETF (ROSC) could benefit from economic growth and innovation in sectors like Health Care and Technology, which are significant parts of its portfolio. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately impact small-cap companies and consumer-focused sectors like Consumer Cyclical. Additionally, changes in U.S. regulations or trade policies could affect the ETF's performance due to its focus on U.S. small-cap stocks.
ROSC Top 10 Holdings
ROSC is leaning heavily on U.S. small-cap health care names to power returns, with Haemonetics and Harmony Biosciences both rising and acting like the fund’s growth engines. National Healthcare and BrightSpring are also contributing, though their recent choppiness shows the ride can be bumpy. On the flip side, Garrett Motion and Indivior have been lagging, occasionally dragging on overall performance. Sector exposure is broad, but health care clearly sits in the driver’s seat, and the portfolio is firmly rooted in U.S. small caps rather than global high-fliers.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Harmony Biosciences Holdings | 1.08% | $545.92K | $2.45B | 29.13% | 81 Outperform | |
| Haemonetics | 1.03% | $518.74K | $4.93B | 114.23% | 70 Outperform | |
| National Healthcare | 1.01% | $511.06K | $3.48B | 89.48% | 74 Outperform | |
| Indivior | 1.01% | $510.47K | $4.12B | 54.95% | 66 Neutral | |
| Organon | 0.98% | $497.28K | $3.59B | 30.91% | 53 Neutral | |
| OneSpan | 0.97% | $492.76K | $645.28M | 11.46% | 71 Outperform | |
| Eplus | 0.97% | $491.59K | $2.38B | 22.98% | 81 Outperform | |
| Pediatrix Medical Group | 0.95% | $480.59K | $2.11B | 59.37% | 76 Outperform | |
| Cal-Maine Foods | 0.93% | $469.36K | $3.42B | -27.11% | 84 Outperform | |
| United Fire Group | 0.92% | $467.47K | $1.40B | 73.82% | 71 Outperform |
ROSC Technical Analysis
Negative
―
Price Trends
55.77
Negative
54.54
Negative
51.69
Positive
Market Momentum
-0.32
Positive
37.51
Neutral
52.36
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROSC, the sentiment is Negative. The current price of undefined is equal to the 20-day moving average (MA) of 55.16, equal to the 50-day MA of 55.77, and equal to the 200-day MA of 51.69, indicating a neutral trend. The MACD of -0.32 indicates Positive momentum. The RSI at 37.51 is Neutral, neither overbought nor oversold. The STOCH value of 52.36 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for ROSC.
ROSC Peer Comparison
Comparison Results
Performance Comparison
ROSC
Hartford Multifactor Small Cap ETF
54.43
9.23
20.42%
AIMS
Acuitas Small Cap Active ETF
―
―
―
BKSE
BNY Mellon US Small Cap Core Equity ETF
―
―
―
STXK
Strive 2000 ETF
―
―
―
RUSC
US Small Cap Equity Active ETF
―
―
―
SYZ
Lazard US Systematic Small Cap Equity ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents