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 strong gains so far this year, showing solid recent momentum for investors.
Technology-Driven Growth
A large tilt toward technology, with many top tech holdings showing strong or steady performance, has helped drive returns.
Low Expense Ratio
The fund’s relatively low annual fee means more of the ETF’s returns stay in investors’ pockets over time.
Negative Factors
Heavy U.S.-Only Focus
With almost all assets in U.S. companies, the ETF offers little geographic diversification and is highly tied to the U.S. market.
Sector Concentration in Technology
A large share of the portfolio in technology stocks increases the fund’s sensitivity to downturns in that single sector.
Limited Top-Holding Diversification Impact
Even though no single stock is very large, many of the biggest positions are in similar tech-related businesses, which can reduce the benefits of diversification if that area weakens.
ROUS vs. SPDR S&P 500 ETF (SPY)
AUM825.66M
RegionNorth America
Expense Ratio0.19%
Beta0.78
IssuerHartford
Inception DateFeb 25, 2015
Dividend Yield1.31%
Asset ClassEquity
Index TrackedHartford Multi-factor Large Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume51,157
30 Day Avg. Volume58,042
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
79.18Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering321
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROUS Summary
Hartford Multifactor US Equity ETF (ROUS) is a fund that follows the Hartford Multi-factor Large Cap Index, focusing on big, well-known U.S. companies across many sectors. It uses a rules-based approach to pick stocks, aiming for a mix of quality and reasonable prices. The ETF holds major names like Apple and Alphabet (Google’s parent company), giving investors broad exposure to the U.S. stock market in a single investment. Someone might invest in ROUS for long-term growth and diversification across many industries. A key risk is that its value can rise or fall with the overall U.S. stock market, especially large tech companies.
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 hard into U.S. tech, with names like Dell and Fortinet doing much of the heavy lifting as their shares keep climbing on AI and cybersecurity optimism. Lam Research and Applied Materials add a semiconductor twist, giving the fund extra juice from the chip cycle. Alphabet has been more mixed lately, and Apple looks like it’s catching its breath, which can occasionally tap the brakes on returns. Outside tech, Merck provides a steadier healthcare anchor, helping balance this otherwise growth-tilted, U.S.-only lineup.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Dell Technologies | 1.43% | $10.72M | $339.79B | 340.17% | 65 Neutral | |
| Seagate Tech | 1.36% | $10.25M | $192.48B | 348.78% | 68 Neutral | |
| Alphabet Class A | 1.33% | $10.01M | $4.12T | 41.20% | 85 Outperform | |
| Fortinet | 1.32% | $9.90M | $114.67B | 97.23% | 71 Outperform | |
| Cisco Systems | 1.24% | $9.29M | $430.53B | 62.16% | 77 Outperform | |
| Merck & Company | 1.21% | $9.11M | $370.89B | 77.67% | 80 Outperform | |
| Apple | 1.03% | $7.72M | $4.67T | 34.93% | 79 Outperform | |
| Western Digital | 1.01% | $7.57M | $168.54B | 394.46% | 77 Outperform | |
| Cognizant | 1.00% | $7.52M | $28.07B | -11.97% | 79 Outperform | |
| Lam Research | 0.98% | $7.38M | $384.97B | 203.51% | 77 Outperform |
ROUS Technical Analysis
Neutral
―
Price Trends
67.39
Negative
66.15
Positive
62.66
Positive
Market Momentum
>-0.01
Positive
43.08
Neutral
29.33
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROUS, the sentiment is Neutral. The current price of undefined is equal to the 20-day moving average (MA) of 68.10, equal to the 50-day MA of 67.39, and equal to the 200-day MA of 62.66, indicating a neutral trend. The MACD of >-0.01 indicates Positive momentum. The RSI at 43.08 is Neutral, neither overbought nor oversold. The STOCH value of 29.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Neutral sentiment for ROUS.
ROUS Peer Comparison
Comparison Results
Performance Comparison
ROUS
Hartford Multifactor US Equity ETF
67.18
11.64
20.96%
IUS
Invesco RAFI Strategic US ETF
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CVLC
Calvert US Large-Cap Core Responsible Index ETF
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FTQI
First Trust Hedged BuyWrite Income ETF
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―
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SPHB
Invesco S&P 500 High Beta ETF
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―
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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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