ROSCHartford Multifactor Small Cap ETF
Tracks the total return performance of the Hartford Multifactor Small Cap Index.
By Hartford Mutual Funds · Launched 2015
Annual Cost
0.34%
#1,522 of 5,861 · low cost
Fund Size
$62M
#3,435 of 5,861 · mid-size
Return (1Y)Goal
+35.5%
Track Record
11 years
#1,264 of 5,861 · established
Performance
Total-return NAV · USDGrowth of $10,000
$13,536+35.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Small
Strategy
Index tracking
Factor
Multifactor
Index tracked
Hartford Multifactor Small Cap Index
What it actually holds
By weightConcentration
Top 10 holdings = 14.4% of fund✓ well diversified
State Street Global Advisors
5.0%
Garrett Motion Inc
1.2%
Organon & Co
1.1%
Indivior Pharmaceuticals Inc
1.1%
Catalyst Pharmaceuticals Inc
1.1%
Pediatrix Medical Group Inc
1.0%
National HealthCare Corp
1.0%
BrightSpring Health Services Inc
1.0%
Harmony Biosciences Holdings Inc
1.0%
Phibro Animal Health Corp
0.9%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Healthcare
20.6%
Financial Services
18.9%
Consumer Cyclical
14.6%
Technology
12.6%
Industrials
11.1%
Consumer Defensive
6.2%
Real Estate
5.6%
Communication
3.5%
Other
6.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
15.1%Moderate
Year-on-year price swings
Max drawdown
-43.5%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.70Decent risk-adjusted returns
Sortino (3Y)
1.06Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the total return performance of the Hartford Multifactor Small Cap Index.
- Strategy
- Employs a passive indexing approach to invest primarily in small capitalization U.S. equity securities, focusing on companies with favorable factor characteristics such as valuation, momentum, and quality. The Index aims to enhance return potential while managing volatility through a rules-based methodology.
- Inception date
- March 23, 2015
- Fund family
- Hartford Mutual Funds
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Data updated on 2026-08-04