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Hartford Multifactor Small Cap ETF ROSC

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

Morningstar’s Analysis ROSC

Will ROSC 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 ROSC’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ROSC 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 ROSC’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford Multifactor Small Cap ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ROSC

More ROSC Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Jackson Financial Inc

1.33 401,243
Financial Services

Bel Fuse Inc Class B

1.26 380,255
Technology

Warrior Met Coal Inc

1.12 337,855
Basic Materials

Encore Wire Corp

1.12 337,658
Industrials

Cal-Maine Foods Inc

1.08 325,624
Consumer Defensive

Perdoceo Education Corp

1.07 322,573
Consumer Defensive

Hyster-Yale Materials Handling Inc Class A

0.98 297,016
Industrials

Arch Resources Inc Class A

0.96 288,737
Basic Materials

Levi Strauss & Co Class A

0.91 274,043
Consumer Cyclical

Rush Enterprises Inc Class A

0.89 268,640
Consumer Cyclical