ETF Evaluator: Hartford Multifactor Small Cap ETF (ROSC) Follow This ETF

Hartford Multifactor Small Cap ETF Overview

Hartford Multifactor Small Cap ETF (ROSC) is a passively managed U.S. Equity Small Value exchange-traded fund (ETF). Hartford Mutual Funds launched the ETF in 2015.

The investment seeks to provide investment results that correspond to the total return performance of the Hartford Multifactor Small Cap Index. The fund generally invests at least 80% of its net assets (plus the amount of borrowings for investment purposes) in securities of the index and in depositary receipts representing securities of the index. The index is designed to address risks and opportunities within the United States small cap universe by selecting equity securities of companies exhibiting a favorable combination of factor characteristics, including valuation, momentum, and quality.

About Hartford Multifactor Small Cap ETF (ROSC)

There are 5 members of the management team with an average tenure of 5.68 years: Marlene Walker-Smith (2020), David France (2020), Todd Frysinger (2020), Vlasta Sheremeta (2020) and Michael Stoll (2020). Management tenure is more important for actively managed ETFs than passive index ETFs.

The ETF has 2 primary benchmarks: Russell 3000 TR USD index with a weighting of 100% and Hartford Multifactor Small Cap TR USD index with a weighting of 100%. Hartford Multifactor Small Cap ETF has 312 securities in its portfolio. The top 10 holdings constitute 11.4% of the ETF’s assets. The ETF meets the SEC requirement of being classified as a diversified fund. The ETF is not considered to have an ESG focus with its investment selection and management.

Hartford Multifactor Small Cap ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Hartford Multifactor Small Cap ETF has 2.7% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 97.1% There is 2.7% allocated to foreign stock, and 0.0% is allocated to preferred stocks. The bond allocation as a percentage of total assets is 0.0% (0.0% domestic bond, 0.0% foreign bond and 0.0% convertible bond). Hartford Multifactor Small Cap ETF has 0.2% of the portfolio in cash.

Assets Under Management

The fund has $61 million in total assets, which is below the $2 billion average for the Small Value category. Normally, lower assets under management translates to higher average expense ratios, and greater total assets are desired. However, for some investment categories, such as small-cap investing, it may be difficult for the manager to fully employ the desired active strategy if assets grow too large or too quickly.

ROSC Performance and Fees

The expense ratio measures how much of a fund’s assets are used for administrative expenses and operating expenses, including adviser fees and fees for the transfer agent and custodial services. The Hartford Multifactor Small Cap ETF expense ratio is below average compared to funds in the Small Value category. Hartford Multifactor Small Cap ETF has an expense ratio of 0.34%, which is 28% lower than its category average, making the fund expense ratio grade a B. While it is difficult to predict returns, it is known that high annual expense ratios reduce your rate of return, and excessive fees are difficult to overcome. Active management normally comes with higher expense ratios than passive index management. Certain investment categories such as small company and foreign also normally have higher expense ratios. It is best to compare fund expense ratios against the category averages for meaningful assessments.

High portfolio turnover can translate to higher expenses and lower aftertax returns. Hartford Multifactor Small Cap ETF has a portfolio turnover rate of 25%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 61% for the Small Value category.

Recently, in the month of June 2026, Hartford Multifactor Small Cap ETF returned 6.6%, which earned it a grade of A, as the Small Value category had an average return of 4.6%. The letter grades of A, B, C, D and F are based upon relative rankings within the investment category. A grade of A, for example, would indicate that the return is in the highest 20% for that time period compared to all ETFs in that category.

Hartford Multifactor Small Cap ETF has a trailing yield of 1.80%, which is above the 1.78% category average. The fund normally distributes its income quarterly.

It’s natural to seek the best-performing investments, but you must consider the relationship between risk and return and the impact of costs and taxes on your realized returns.

Hartford Multifactor Small Cap ETF Grades

Year to date, the ETF has returned 20.0%, 1.9 percentage points better than the category, which translates into a grade of C. The fund has returned 36.8% over the past year (grade of B), 17.2% over the past three years (grade of B) and 9.6% per year over the past five years (grade of B) and 11.4% per year over the past 10 years (grade of B).

For more ETF grades, analysis and screening tools to help your investment discovery, join AAII for a $2, full-access trial. Learn more here: https://invest.aaii.com/membership.

Otherwise, for more information about Hartford Multifactor Small Cap ETF, including its riskiness, submit your email to unlock the rest of the article.