Morningstar

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 lowest 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 9.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bel Fuse Inc Class B

1.17 367,644
Technology

Cal-Maine Foods Inc

1.06 330,719
Consumer Defensive

Warrior Met Coal Inc

1.01 316,547
Basic Materials

Rush Enterprises Inc Class A

0.97 305,432
Consumer Cyclical

Perdoceo Education Corp

0.95 296,381
Consumer Defensive

HNI Corp

0.94 294,982
Industrials

Corcept Therapeutics Inc

0.93 291,393
Healthcare

Collegium Pharmaceutical Inc

0.93 290,604
Healthcare

Patterson Companies Inc

0.93 290,503
Healthcare

Buckle Inc

0.92 289,298
Consumer Cyclical

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