ROUS - ETF AI Analysis
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Hartford Multifactor US Equity ETF (ROUS)
Rating:73Outperform
Price Target:―
Positive Factors
Strong Recent Performance
The ETF has delivered solid gains over the past month, three months, and year-to-date, showing positive momentum.
Low Expense Ratio
The fund’s relatively low annual fee means more of the investment returns stay in investors’ pockets over time.
Broad Sector Diversification
Holdings spread across technology, health care, financials, industrials, and several other sectors help reduce the impact of weakness in any single industry.
Negative Factors
Heavy U.S. Concentration
With almost all assets invested in U.S. companies, the fund offers limited diversification across global markets.
Tech-Weighted Portfolio
A large tilt toward technology stocks means the ETF may be more sensitive to downturns in the tech sector.
Mixed Performance Among Top Holdings
While several leading positions have shown strong gains, a few key stocks have been weak or slightly negative, which can drag on overall returns.
ROUS vs. SPDR S&P 500 ETF (SPY)
AUM670.14M
RegionNorth America
Expense Ratio0.19%
Beta0.77
IssuerHartford
Inception DateFeb 25, 2015
Dividend Yield1.32%
Asset ClassEquity
Index TrackedHartford Multi-factor Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume62,721
30 Day Avg. Volume45,524
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
76.29Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering322
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROUS Summary
Hartford Multifactor US Equity ETF (ROUS) is a U.S. stock fund that follows the Hartford Multi-factor Large Cap Index, focusing mainly on big, well-known American companies across many sectors. It uses a rules-based approach to pick stocks, aiming for a mix of quality, reasonable prices, and solid performance. Top holdings include familiar names like Alphabet (Google’s parent company) and Merck. Someone might invest in ROUS to get broad, diversified exposure to large U.S. companies with a focus on both growth and stability. A key risk is that it can rise or fall with the overall U.S. stock market, especially technology stocks.
How much will it cost me?The Hartford Multifactor US Equity ETF (ROUS) has an expense ratio of 0.19%, meaning you’ll pay $1.90 per year for every $1,000 invested. This is lower than the average for actively managed ETFs because it uses a multifactor approach to select stocks, which is more cost-efficient than traditional active management.
What would affect this ETF?The Hartford Multifactor US Equity ETF (ROUS) could benefit from continued growth in the technology sector, which makes up a significant portion of its holdings, as well as strong performance from top companies like Microsoft and Nvidia. However, rising interest rates or economic slowdowns could negatively impact sectors like financials and consumer cyclical, which are also key components of the fund. Regulatory changes or geopolitical tensions affecting U.S.-based companies may further influence the ETF's performance.
ROUS Top 10 Holdings
ROUS is leaning heavily on U.S. tech, with a clear tilt toward the semiconductor and hardware crowd. Micron, Western Digital, and Seagate have been rising, giving the fund a solid boost from the AI and data-storage wave, while Lam Research and Applied Materials add more fuel from the chip-equipment side. Dell has also been climbing, reinforcing the tech-heavy story. Alphabet looks more mixed, occasionally losing steam, and Cisco has been steady rather than sprinting. Overall, this is a U.S.-centric, tech-driven fund with performance tied closely to the chip cycle.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Seagate Tech | 1.57% | $10.45M | $239.98B | 722.09% | 68 Neutral | |
| KLA | 1.42% | $9.45M | $339.06B | 214.34% | 77 Outperform | |
| Alphabet Class A | 1.41% | $9.42M | $4.46T | 111.68% | 85 Outperform | |
| Western Digital | 1.37% | $9.15M | $257.21B | 1113.35% | 77 Outperform | |
| Applied Materials | 1.35% | $9.02M | $489.96B | 272.28% | 77 Outperform | |
| Fortinet | 1.35% | $8.98M | $106.04B | 40.95% | 71 Outperform | |
| Cisco Systems | 1.34% | $8.93M | $471.16B | 80.36% | 77 Outperform | |
| Lam Research | 1.32% | $8.80M | $486.52B | 347.05% | 77 Outperform | |
| Dell Technologies | 1.18% | $7.88M | $265.47B | 254.78% | 65 Neutral | |
| Micron | 1.05% | $6.99M | $1.28T | 892.28% | 79 Outperform |
ROUS Technical Analysis
Positive
―
Price Trends
65.32
Positive
62.85
Positive
60.22
Positive
Market Momentum
0.42
Positive
54.20
Neutral
46.22
Neutral
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 undefined is equal to the 20-day moving average (MA) of 66.53, equal to the 50-day MA of 65.32, and equal to the 200-day MA of 60.22, indicating a bullish trend. The MACD of 0.42 indicates Positive momentum. The RSI at 54.20 is Neutral, neither overbought nor oversold. The STOCH value of 46.22 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
Performance Comparison
ROUS
Hartford Multifactor US Equity ETF
66.65
13.39
25.14%
QLC
FlexShares US Quality Large Cap Index Fund
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―
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DSPY
Tema S&P 500 Historical Weight ETF Strategy
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FTQI
First Trust Hedged BuyWrite Income ETF
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OMAH
VistaShares Target 15 Berkshire Select Income ETF
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PTL
Inspire 500 ETF
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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: ―
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