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ROSCHartford Multifactor Small Cap ETF

Grow my money#1374 of 2944 for Grow my money

Seeks to provide investment results that correspond to the total return performance of an index tracking small cap equity securities.

Hartford Mutual Funds · Since 2015 (11 years)

Annual Cost

0.34%

#1402 out of 5,332 ETFs

Fund Size

$50M

#3355 out of 5,332 ETFs

Dividend Yield

2.03%

Track Record

11 years

#1294 out of 5,332 ETFs

Performance

1 Year

+37.9%

3 Years

+18.1%

5 Years

+8.7%

What's inside

Asset class
Strategy
index tracking
Cap
small
Factor
multifactor

Asset allocation

Stocks
99.8%
Cash
0.2%

Sector breakdown

Healthcare
19.8%
Financial Services
19.2%
Consumer Cyclical
14.1%
Technology
11.5%
Industrials
10.8%
Consumer Defensive
7.2%
Real Estate
5.4%
Energy
4.0%
Other
8.0%

Top holdings

Perdoceo Education CorpPRDO1.0%
Pediatrix Medical Group IncMD1.0%
National Healthcare CorpNHC1.0%
Phibro Animal Health Corp Class APAHC1.0%
Catalyst Pharmaceuticals IncCPRX1.0%
Dillard's Inc Class ADDS0.9%
BrightSpring Health Services IncBTSG0.9%
Harmony Biosciences Holdings Inc Ordinary SharesHRMY0.9%
Indivior Pharmaceuticals Inc Ordinary ShareINDV0.9%
Garrett Motion Inc Ordinary Shares - NewGTX0.9%

Risk profile

Volatility (1Y)

16.1%

Moderate

Max drawdown

-43.1%

Worst peak-to-trough loss

Sharpe (3Y)

0.81

Decent risk-adjusted returns

Sortino (3Y)

1.24

Good downside protection

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Data updated on 2026-05-05