ROUS: Hartford's Large-Cap Value ETF Is Well Designed And Well Balanced

ROUS is a multifactor large-cap value fund with excellent diversification features, a 0.19% expense ratio, and $410 million in assets under management. Its strategy, which changed approximately five years ago, emphasizes value (50%), quality (30%), and momentum (20%) while targeting 15% less risk compared to the Russell 1000 Index. Performance since the strategy change has been solid, with ROUS outperforming the iShares Russell 1000 Value ETF by 12.52% and keeping pace with more popular peers like VTV.

Seeking Alpha • Nov 18, 2024

Bull vs Bear: Is It Time for Value ETFs to Rotate Into Favor?

Bull vs. Bear is a weekly feature where the VettaFi writers' room takes opposite sides to debate controversial stocks, strategies, or market ideas — with plenty of discussion of ETF ideas to play either angle. For this edition of Bull vs.

ETF Trends • Mar 6, 2024

Why Multifactor ETFs Deserve a Core Equity Allocation

Evidence has shown that many investors miss out on returns by trying to time the market. It's particularly hard to predict which factors will win, making it important for portfolios to get balanced exposure across multiple diversified return drivers.

ETF Trends • Nov 30, 2023

Look to ROUS for Defensive Value Equity Exposure

As U.S. Treasury yields decline, investors may want to consider a defensive value equity allocation. Many investors limited their equity exposure in recent months, comfortable with the yields offered by fixed income investments and looking to minimize downside risk.

ETF Trends • Nov 28, 2023

Why It's Important to Mitigate Concentration Risk

Many investors may be surprised to see how concentrated their exposure to the broader market really is. While investing in the broader U.S. market – a collection of companies based on size — seems like it should offer balanced exposure, it may actually introduce significant concentration risk to portfolios.

ETF Trends • Nov 17, 2023

Under the Hood of Hartford Funds' Style-Pure Core ETF

Hartford Funds' disciplined U.S. equity ETF offers attractive dividends while serving as a style-pure core ETF. Dividend stocks can help enhance total returns, particularly in down or volatile markets.

ETF Trends • Nov 9, 2023

Defensive Value ETF ‘ROUS' Rallies Alongside Broader Market

Hartford Funds' defensive value ETF is rallying alongside the broader market, highlighting the power of a multifactor strategy. The recent rally of the Hartford Multifactor US Equity ETF (ROUS) demonstrates that it's possible to limit downside risk but maintain upside potential.

ETF Trends • Nov 6, 2023

This Defensive Value ETF Could Limit Losses

Major U.S. stock market benchmarks declined for the third consecutive month in October. U.S. equities struggled last month due to volatile and increasing bond yields, third-quarter earnings reports, and geopolitical conflict.

ETF Trends • Nov 1, 2023

Limit Downside Risk With a Multifactor ETF

A multifactor ETF may be the solution for investors who want to maintain equity exposure but limit downside risk. As volatility picked up in global equities in October, investors should consider November could be another volatile month on Wall Street.

ETF Trends • Oct 30, 2023

Defensive Value ETF ‘ROUS' Outpaces IWD as Volatility Grows

Hartford Funds' defensive value ETF is outpacing the benchmark as volatility in the market is on the rise. The Hartford Multifactor US Equity ETF (ROUS) is helping to mitigate losses in the growing volatility environment.

ETF Trends • Oct 26, 2023