ETF Evaluator:
Hartford Multifactor US Equity ETF ()
Follow This ETF
(as of Nov 13)
Best Performing in Large Value Over the Last Year
| 51.9% | iShares MSCI USA Value Factor ETF (VLUE) |
| 40.7% | iShares Core Dividend ETF (DIVB) |
| 38.5% | Schwab US Dividend Equity ETF™ (SCHD) |
| 36.4% | Avantis Inflation Focused Equity ETF (AVIE) |
| 34.3% | iShares Core High Dividend ETF (HDV) |
Risk
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Risk
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ETF Details
Hartford Multifactor US Equity ETF Overview
Hartford Multifactor US Equity ETF (ROUS) is a passively managed U.S. Equity Large Value exchange-traded fund (ETF). Hartford Mutual Funds launched the ETF in 2015.
The investment seeks to provide investment results that, before fees and expenses, correspond to the total return performance of the Hartford Multifactor Large Cap Index.
Under normal conditions, the fund will invest at least 80% of its assets in securities of the index and in depositary receipts representing securities of the index. The index methodology seeks to enhance return potential through multifactor stock selection while applying a comprehensive risk framework to overall index construction.
About Hartford Multifactor US Equity ETF (ROUS)
There are 5 members of the management team with an average tenure of 6.02 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 1000 TR USD index with a weighting of 100% and Hartford Multifactor Large Cap TR USD index with a weighting of 100%. Hartford Multifactor US Equity ETF has 330 securities in its portfolio. The top 10 holdings constitute 10.4% 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 US Equity ETF is part of the Equity global asset class and is within the U.S. Equity ETF group. Hartford Multifactor US Equity ETF has 1.3% of its portfolio invested in foreign issues. The overall assets allocated to domestic stock is 98.5% There is 1.3% 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 US Equity ETF has 0.2% of the portfolio in cash.
Assets Under Management
The fund has $779 million in total assets, which is below the $6 billion average for the Large 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.
ROUS 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 US Equity ETF expense ratio is low compared to funds in the Large Value category. Hartford Multifactor US Equity ETF has an expense ratio of 0.19%, which is 51% 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 US Equity ETF has a portfolio turnover rate of 50%, which indicates that it holds its assets around / 0.0 years. By way of comparison, the average portfolio turnover is 42% for the Large Value category.
Recently, in the month of October 2026, Hartford Multifactor US Equity ETF returned 2.8%, which earned it a grade of D, as the Large Value category had an average return of 4.7%. 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 US Equity ETF has a trailing yield of 1.30%, which is below the 1.74% 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 US Equity ETF Grades
Year to date, the ETF has returned 19.4%, 1.8 percentage points better than the category, which translates into a grade of B. The fund has returned 20.7% over the past year (grade of C), 22.0% over the past three years (grade of B) and 12.0% per year over the past five years (grade of B) and 13.0% per year over the past 10 years (grade of B).
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ROUS Trailing NAV Total Returns Data as of 10/31/26
| Last Month |
Last Quarter |
Ann'l. 1Yr |
Ann'l. 3Yr |
Ann'l. 5Yr |
Ann'l. 10Yr |
|
| ROUS Return (NAV) | 2.8% | 2.5% | 20.7% | 22.0% | 12.0% | 13.0% |
| ROUS Return (Price) | 2.8% | 2.5% | 20.7% | 22.1% | 12.0% | 13.0% |
| NAV +/- Price Return | 0.011% | 0.017% | 0.023% | -0.018% | 0.004% | -0.005% |
| Large Value Avg | 4.7% | 2.7% | 21.2% | 20.7% | 11.2% | 12.5% |
| ROUS Grade (NAV) | D | C | C | B | B | B |
| +/- Category (NAV) | -1.9% | -0.2% | -0.5% | 1.3% | 0.8% | 0.5% |
| ROUS Tax-Cost Ratio | na | na | 0.6% | 0.6% | 0.7% | 0.7% |
ROUS Annual NAV Total ReturnsData as of 10/31/26
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
| ROUS Return (NAV) | 19.4% | 15.3% | 17.6% | 14.9% | -9.5% | 27.1% | 6.5% | 23.9% | -9.0% | 22.6% | 11.4% |
| ROUS Return (Price) | 19.4% | 15.2% | 17.6% | 15.0% | -9.6% | 27.3% | 6.6% | 23.9% | -9.6% | 22.9% | 11.2% |
| NAV +/- Price Ret | 0.001% | -0.004% | 0.001% | 0.008% | 0.019% | 0.007% | 0.019% | 0.3% | 6.7% | 1.3% | -1.3% |
| Large Value Avg | 17.6% | 14.7% | 15.5% | 13.1% | -6.6% | 26.5% | 5.5% | 27.4% | -6.6% | 17.8% | 15.6% |
| ROUS Grade (NAV) | B | C | B | B | D | C | C | F | D | A | F |
| +/- Category | 1.8% | 0.6% | 2.1% | 1.9% | -2.8% | 0.6% | 1.0% | -3.5% | -2.4% | 4.8% | -4.2% |
| Risk Measures | |
| Beta: | 0.77 |
| R-Squared: | 78% |
| Standard Deviation: | 11.0% |
| Category Risk Index: | 0.92 |
| Category Risk Rating: | Low |
| Total Risk Index: | 0.91 |
| Total Risk Rating: | Below Average |
| Portfolio Characteristics | |
| Yield: | 1.3% |
| Total Assets: | $ 779 Mil |
| Share Class Assets: | $ 779 Mil |
| Turnover: | 50.0% |
| Expense Ratio: | 0.19% |
| Index Fund: | Yes |
| Index Tracked: | Russell 1000 TR USD |
| Index Weighting: | 100% |
| Leveraged: | No |
| Socially Responsible Fund: | No |
| Capital Gains Distribution Frequency: | |
| Income Distribution Frequency: | Quarterly |
Management Team
| Number of Managers: 5 | |||
| Longest Tenure: 6.0 years | |||
| Average Tenure: 6.0 years | |||
| Managers (Year): Walker-Smith Marlene (2020), France David (2020), Frysinger Todd (2020), Sheremeta Vlasta (2020), Stoll Michael (2020) | |||
Portfolio Composition (as of 10/31/26)
| # of Holdings: | 330 |
| % in Top 10 Holdings: | 10.4% |
| Fund is Non-Diversified: | No |
| % in Foreign Issues: | 1.3% |
Portfolio Allocation |
|
| Domestic Stock: | 98.5% |
| Foreign Stock: | 1.3% |
| Preferred Stock: | 0.0% |
| Domestic Bond: | 0.0% |
| Foreign Bond: | 0.0% |
| Convertible Bond: | 0.0% |
| Other: | 0.0% |
| Cash: | 0.2% |
Purchase Information
| Legal Structure: | Open Ended Investment Company |
| Fund Family: | Hartford Mutual Funds |
| Phone Number: | 800-456-7526 |
| Website: | http://www.latticestrategies.com/ |
| Inception Date: | February 25, 2015 |
Expenses and Fees
| Expense Ratio (%): | 0.19% (Rating: Low) |
| Category Average Expense Ratio (%): | 0.39% |
