ROSC - ETF AI Analysis
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Hartford Multifactor Small Cap ETF (ROSC)
ROSC vs. SPDR S&P 500 ETF (SPY)
- AUM
- 50.88M
- Region
- North America
- Expense Ratio
- 0.34%
- Beta
- 0.78
- Issuer
- Hartford
- Inception Date
- Mar 24, 2015
- Dividend Yield
- 1.95%
- Asset Class
- Equity
- Index Tracked
- Hartford Multifactor Small Cap Index
ROSC Summary
Hartford Multifactor Small Cap ETF (ROSC) is a fund that follows the Hartford Multifactor Small Cap Index, focusing on smaller U.S. companies with room to grow. It owns a wide mix of businesses across many sectors, including health care, technology, and retail, with holdings like Haemonetics and Dillard’s. Investors might consider ROSC for long-term growth and diversification, since small companies can expand faster than large ones and the fund spreads risk across many stocks. A key risk is that small-cap stocks can be more volatile, so the value of this ETF can go up and down more sharply with the market.
How much will it cost me?
This ETF has an expense ratio of 0.34%, which means you’ll pay about $3.40 per year for every $1,000 invested. That’s a bit higher than the cheapest index ETFs because it uses an actively designed multifactor strategy rather than simple passive tracking.
What would affect this ETF?
This U.S. small-cap ETF could benefit if the American economy grows steadily, consumer spending stays healthy, and financials, health care, and technology companies continue to innovate and expand, supporting its diversified mix of smaller firms like Haemonetics and Teradata. On the downside, rising interest rates, an economic slowdown, or tighter regulations on financial and health care businesses could hurt small companies more than large ones, making this fund’s performance more volatile.
ROSC Top 10 Holdings
ROSC’s story is all about U.S. small caps, with a noticeable tilt toward health care and tech names that are trying to punch above their weight. Haemonetics and Pediatrix are helping to pull the fund higher with steadily improving trends, while IDT and United Fire Group add a quieter but solid boost in the background. OneSpan has been a real bright spot, rising sharply but with some choppiness under the surface. On the flip side, Organon and Indivior look more like dead weight for now, with mixed fundamentals and weaker recent trading action.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 OSPN | OneSpan | 1.25% | $632.01K | $872.93M | 77.18% | 71Outperform |
 HAE | Haemonetics | 1.19% | $605.25K | $5.80B | 144.70% | 70Outperform |
 MD | Pediatrix Medical Group | 1.20% | $608.60K | $2.56B | 46.80% | 76Outperform |
 TDC | Teradata | 1.05% | $534.86K | $3.22B | 19.16% | 68Neutral |
 SUPN | Supernus | 1.08% | $547.64K | $5.86B | -16.57% | 66Neutral |
 IDT | IDT | 1.03% | $520.74K | $2.23B | 59.03% | 70Outperform |
 OGN | Organon | 0.98% | $496.83K | $3.63B | 116.14% | 53Neutral |
 UFCS | United Fire Group | 0.83% | $421.04K | $1.27B | 33.61% | 71Outperform |
 HRMY | Harmony Biosciences Holdings | 0.86% | $434.42K | $2.00B | 3.57% | 81Outperform |
 WLY | John Wiley Sons Cl A | 0.95% | $480.17K | $2.65B | 32.09% | 69Neutral |
ROSC Technical Analysis
Price Trends
Market Momentum
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 54.47 is below the 20-day moving average (MA) of 55.04, below the 50-day MA of 54.64, and above the 200-day MA of 52.66, indicating a neutral trend. The MACD of 0.28 indicates Negative momentum. The RSI at 45.82 is Neutral, neither overbought nor oversold. The STOCH value of 43.69 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
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ROSC | $54.47 | $61.00(11.99% Upside) | $50.88M | 0.34% | 70Neutral |
 RUSC | $35.67 | $51.20(43.52% Upside) | $85.23M | 0.64% | 64Neutral |
 AIMS | $26.37 | $34.41(30.52% Upside) | $83.13M | 0.75% | 65Neutral |
 BKSE | $42.11 | $55.47(31.73% Upside) | $84.60M | 0.04% | 65Neutral |
 STXK | $36.11 | $46.67(29.25% Upside) | $78.53M | 0.18% | 65Neutral |
 SYZ | $28.38 | $36.97(30.27% Upside) | $61.37M | 0.61% | 66Neutral |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ROSC | Hartford Multifactor Small Cap ETF | 54.47 | 10.25 | 23.19% | |
| RUSC | US Small Cap Equity Active ETF | 35.67 | 5.57 | 18.52% | |
| AIMS | Acuitas Small Cap Active ETF | 26.36 | 1.18 | 4.71% | |
| BKSE | BNY Mellon US Small Cap Core Equity ETF | 42.11 | 5.98 | 16.56% | |
| STXK | Strive 2000 ETF | 36.11 | 3.76 | 11.63% | |
| SYZ | Lazard US Systematic Small Cap Equity ETF | 28.38 | 4.29 | 17.79% |
This 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.