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ROSC - ETF AI Analysis
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Hartford Multifactor Small Cap ETF (ROSC)
Rating:69Neutral
Price Target:
$49.00
Positive Factors
Strong Top Holdings
Several of the ETF's top holdings, such as Argan and REV Group, have delivered strong year-to-date performance, supporting overall returns.
Low Expense Ratio
The ETF has a relatively low expense ratio, making it cost-effective compared to many other funds.
Sector Diversification
The ETF is spread across multiple sectors, including Health Care, Financials, and Consumer Cyclical, which helps mitigate risks from sector-specific downturns.
Negative Factors
High Geographic Concentration
The ETF is heavily concentrated in U.S. companies, offering little exposure to international markets and limiting diversification.
Recent Short-Term Underperformance
The ETF has experienced negative one-month performance, which may concern investors looking for consistent short-term gains.
Small Cap Volatility
As a small-cap fund, the ETF may be more sensitive to market fluctuations and economic uncertainty compared to large-cap funds.
ROSC vs. SPDR S&P 500 ETF (SPY)
AUM34.26M
RegionNorth America
Expense Ratio0.34%
Beta0.87
IssuerHartford
Inception DateMar 24, 2015
Dividend Yield2.09%
Asset ClassEquity
Index TrackedHartford Multifactor Small Cap Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume641
30 Day Avg. Volume5,546
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
52.49Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering312
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
ROSC Summary
The Hartford Multifactor Small Cap ETF (ROSC) is an investment fund that focuses on small-cap companies, which are smaller businesses with growth potential. It follows the Hartford Multifactor Small Cap Index and includes companies like Macy's and PTC Therapeutics. This ETF uses a strategy to select stocks based on factors like value and quality, aiming to balance growth and stability. Investors might consider ROSC for diversification and the chance to benefit from the dynamic nature of small-cap stocks. However, it’s important to know that small-cap stocks can be more volatile, meaning their prices may go up and down more dramatically than larger companies.
How much will it cost me?The Hartford Multifactor Small Cap ETF (ROSC) has an expense ratio of 0.34%, which means you’ll pay $3.40 per year for every $1,000 invested. This is slightly higher than average for ETFs because it uses an actively managed multifactor strategy to select stocks, aiming to enhance returns and reduce risk. It’s a good option if you’re looking for a strategic approach to small-cap investing.
What would affect this ETF?The Hartford Multifactor Small Cap ETF (ROSC) could benefit from economic growth and innovation in sectors like Health Care and Technology, which are significant parts of its portfolio. However, it may face challenges from rising interest rates or economic slowdowns, which can disproportionately impact small-cap companies and consumer-focused sectors like Consumer Cyclical. Additionally, changes in U.S. regulations or trade policies could affect the ETF's performance due to its focus on U.S. small-cap stocks.
ROSC Top 10 Holdings
The Hartford Multifactor Small Cap ETF (ROSC) is leaning heavily on the health care and financial sectors, which together make up over a third of its portfolio. Among its top holdings, PTC Therapeutics and Supernus Pharmaceuticals are showing steady growth, buoyed by strong earnings and strategic advancements. On the retail front, Macy’s has been lagging, weighed down by financial challenges despite some positive momentum. Meanwhile, Argan is a standout performer, driven by robust financials and a healthy backlog. Overall, the fund’s U.S.-focused small-cap strategy offers a mix of rising stars and a few names struggling to find their footing.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Macy's | 1.40% | $477.79K | $5.53B | 36.56% | 58 Neutral | |
| PTC Therapeutics | 1.39% | $476.14K | $6.02B | 70.22% | 74 Outperform | |
| Garrett Motion | 1.14% | $389.30K | $3.33B | 116.84% | 71 Outperform | |
| Argan | 1.12% | $384.06K | $5.04B | 142.48% | 75 Outperform | |
| Dillard's | 1.12% | $383.13K | $9.46B | 55.97% | 73 Outperform | |
| Indivior | 1.09% | $372.90K | $3.76B | 196.55% | 61 Neutral | |
| Premier | 1.07% | $365.56K | $2.33B | 21.83% | 62 Neutral | |
| Supernus Pharmaceuticals | 1.00% | $343.29K | $2.56B | 18.14% | 55 Neutral | |
| National Healthcare | 0.98% | $335.92K | $2.01B | -0.42% | 72 Outperform | |
| Buckle | 0.98% | $335.89K | $2.88B | 15.55% | 76 Outperform |
ROSC Technical Analysis
Positive
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Price Trends
45.17
Positive
44.05
Positive
42.20
Positive
Market Momentum
0.14
Negative
51.70
Neutral
80.65
Negative
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For ROSC, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 45.06, equal to the 50-day MA of 45.17, and equal to the 200-day MA of 42.20, indicating a bullish trend. The MACD of 0.14 indicates Negative momentum. The RSI at 51.70 is Neutral, neither overbought nor oversold. The STOCH value of 80.65 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for ROSC.
ROSC Peer Comparison
Comparison Results
Performance Comparison
ROSC
Hartford Multifactor Small Cap ETF
45.22
0.67
1.50%
ITWO
ProShares Russell 2000 High Income ETF
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FLQS
Franklin LibertyQ U.S. Small Cap Equity ETF
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STXK
Strive 2000 ETF
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FSCC
Federated Hermes MDT Small Cap Core ETF
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BKSE
BNY Mellon US Small Cap Core Equity ETF
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Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
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