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Hartford Multifactor Small Cap ETF ROSC

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.

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.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings ROSC

  • Current Portfolio Date
  • Equity Holdings 335
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 10.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
1.22
446,748
Financial Services
1.22
446,334
Basic Materials
1.04
381,690
Healthcare
1.02
372,701
Consumer Defensive
1.02
372,251
Basic Materials
1.01
368,796
Basic Materials
0.97
354,912
Industrials
0.94
344,695
Consumer Defensive
0.94
343,249
Consumer Cyclical
0.92
337,747
Consumer Cyclical