ROUS - ETF AI Analysis
Top Page
Hartford Multifactor US Equity ETF (ROUS)
ROUS, the Hartford Multifactor US Equity ETF, earns a solid overall rating largely because it holds high-quality tech leaders like Alphabet, Microsoft, and Apple, which benefit from strong financial performance, positive earnings outlooks, and growth in areas like cloud and AI. These strengths are slightly tempered by weaker names such as HP, where financial performance and balance sheet stability are concerns, and by risks tied to high valuations and some bearish or mixed technical signals in holdings like Nvidia and Fortinet, which can add volatility. The fund is also notably concentrated in large U.S. technology and communication companies, so its fortunes are closely tied to that sector’s performance.
ROUS vs. SPDR S&P 500 ETF (SPY)
- AUM
- 787.78M
- Region
- North America
- Expense Ratio
- 0.19%
- Beta
- 0.76
- Issuer
- Hartford
- Inception Date
- Feb 25, 2015
- Dividend Yield
- 1.30%
- Asset Class
- Equity
- Index Tracked
- Hartford Multi-factor Large Cap Index
ROUS Summary
Hartford Multifactor US Equity ETF (ROUS) is a U.S. stock fund that follows the Hartford Multi-factor Large Cap Index, focusing on big, well-known American companies across many industries. It uses a rules-based approach to pick stocks, aiming to blend growth and stability. The fund holds major names like Apple and Microsoft, along with many other large U.S. firms, giving investors broad diversification in one investment. Someone might consider ROUS if they want long-term growth from a wide mix of large U.S. companies. A key risk is that its value can rise or fall with the overall U.S. stock market, especially technology stocks.
How much will it cost me?
ROUS has an expense ratio of 0.19%, which means you’ll pay about $1.90 per year for every $1,000 invested. This cost is slightly higher than the cheapest broad U.S. stock index ETFs because ROUS uses a multifactor, rules-based strategy rather than simple passive market-cap weighting.
What would affect this ETF?
Because ROUS focuses on large U.S. companies and leans heavily toward technology names like Apple, Microsoft, and Nvidia, it could benefit if the U.S. economy stays healthy, digital spending grows, and investors favor quality, profitable businesses. On the other hand, higher interest rates, tighter regulations on big tech, or a broad U.S. stock market downturn could hurt its performance, especially given its sizable exposure to growth-oriented sectors.
ROUS Top 10 Holdings
ROUS is leaning heavily on U.S. tech, with names like Microsoft, Apple, and Nvidia acting as the main engines of performance. Microsoft and Apple have been steadily rising, helping to keep the fund’s tech tilt looking smart, while Nvidia’s more mixed, recently losing a bit of altitude after a strong run. Cybersecurity player Fortinet and storage specialist NetApp are standout winners, adding extra lift. Alphabet, however, has been lagging, slightly dragging on returns. Overall, this is a U.S.-centric, tech-heavy portfolio with a clear bias toward digital infrastructure and AI.
| Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
 AAPL | Apple | 1.48% | $11.61M | $5.03T | 26.98% | 79Outperform |
 MSFT | Microsoft | 1.20% | $9.44M | $3.88T | -0.73% | 79Outperform |
 CSCO | Cisco Systems | 1.10% | $8.65M | $411.45B | 43.34% | 77Outperform |
 GOOGL | Alphabet Class A | 0.97% | $7.63M | $3.41T | -0.58% | 85Outperform |
 NVDA | Nvidia | 1.07% | $8.42M | $4.93T | 0.86% | 76Outperform |
 FTNT | Fortinet | 0.82% | $6.48M | $99.84B | 61.62% | 71Outperform |
 HPQ | HP | 0.99% | $7.76M | $25.95B | 4.62% | 61Neutral |
 TXN | Texas Instruments | 0.98% | $7.75M | $274.90B | 87.43% | 78Outperform |
 ACN | Accenture | 0.93% | $7.29M | $152.63B | 3.61% | 79Outperform |
 NTAP | NetApp | 0.89% | $6.99M | $39.12B | 72.35% | 76Outperform |
ROUS Technical Analysis
Price Trends
Market Momentum
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROUS, the sentiment is Positive. The current price of 68.27 is above the 20-day moving average (MA) of 68.26, above the 50-day MA of 67.67, and above the 200-day MA of 64.36, indicating a bullish trend. The MACD of 0.36 indicates Negative momentum. The RSI at 51.78 is Neutral, neither overbought nor oversold. The STOCH value of 65.73 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROUS.
ROUS Peer Comparison
Comparison Results
| Name | Price | Price Target | AUM | Expense Ratio | Overall Rating |
|---|---|---|---|---|---|
| ROUS | $68.27 | $75.00(9.86% Upside) | $787.78M | 0.19% | 73Outperform |
 INFO | $27.73 | $34.10(22.96% Upside) | $961.91M | 0.35% | 74Outperform |
 AFLG | $44.27 | $53.02(19.76% Upside) | $933.48M | 0.55% | 74Outperform |
 XVV | $57.72 | $71.09(23.16% Upside) | $902.08M | 0.08% | 74Outperform |
 PTL | $269.36 | $341.50(26.78% Upside) | $888.20M | 0.09% | 70Neutral |
 ROCY | $54.69 | $67.23(22.94% Upside) | $890.97M | 0.35% | 73Outperform |
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| ROUS | Hartford Multifactor US Equity ETF | 68.27 | 11.65 | 20.58% | |
| INFO | Harbor PanAgora Dynamic Large Cap Core ETF | 27.73 | 3.30 | 13.53% | |
| AFLG | First Trust Active Factor Large Cap ETF | 44.27 | 5.48 | 14.14% | |
| XVV | iShares ESG Screened S&P 500 ETF | 57.72 | 5.42 | 10.37% | |
| PTL | Inspire 500 ETF | 269.36 | 20.84 | 8.38% | |
| ROCY | JPMorgan Equity Premium Yield ETF | 54.69 | 6.65 | 13.83% |
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.