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About Hartford Multifactor Small Cap ETF
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Inception date
Mar 24, 2015
Structure
Open-Ended Fund
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
ROSC is a passively-managed ETF that enters the US small-cap space, but its not a vanilla offering. It uses an integrated multi-factor approach: The optimizer searches for value, momentum and quality stocksemphasizing valueand aims to dampen offsetting effects of one factor on another. Single-name position size caps and volatility also inform the weighting at the portfolio level. On October 24, 2016, the fund name and index name changed to reflect Hartfords acquisition of Lattice (the former issuer and index provider). There were no changes to the investment objectives or index methodology resulting from the change. Prior to November 6, 2019, the fund traded as the Hartford Multifactor Global Small Cap ETF (ticker ROGS), and was a risk-optimized fund investing in global companies.
Classification
What's in the fund
Exposure type
Finance
Health Technology
Stock breakdown by region
Displays a symbol's price movements over previous years to identify recurring trends.