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Morningstar

Hartford Multifactor US Equity ETF ROUS

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis ROUS

Will ROUS outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ROUS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ROUS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ROUS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Measured.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

Hartford Multifactor US Equity ETF is a well-designed strategy that taps into a series of well-vetted risk factors, keeps volatility and uncompensated risks in check, and charges a low fee.

by Ryan Jackson
Rated on Published on

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Portfolio Holdings ROUS

More ROUS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

1.35 5.5 Mil
Technology

Dell Technologies Inc Ordinary Shares - Class C

1.33 5.4 Mil
Technology

Alphabet Inc Class A

1.31 5.3 Mil
Communication Services

Merck & Co Inc

1.23 5.0 Mil
Healthcare

Broadcom Inc

1.16 4.7 Mil
Technology

Apple Inc

1.15 4.7 Mil
Technology

UnitedHealth Group Inc

1.13 4.6 Mil
Healthcare

JPMorgan Chase & Co

1.12 4.6 Mil
Financial Services

Walmart Inc

1.10 4.5 Mil
Consumer Defensive

Exxon Mobil Corp

1.09 4.4 Mil
Energy