ROAM
+2.70 · +9.57%
$30.90 · NYSE ARCA

Hartford Multifactor Emerging Markets ETF (ROAM) ETF Analysis | Diversified Emerging Mkts

Hartford Mutual Funds · United States
AUM:$88.5M
#– of – in Diversified Emerging Mkts ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 49.1% over the past year, reflecting strong price momentum.

Cost Efficiency

Ongoing charge of 0.44% — moderate cost. Consider how fees compound over long holding periods.

What is ROAM?

The fund generally invests at least 80% of its assets in securities of the index and in depositary receipts (such as American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) and European Depositary Receipts (EDRs) representing securities of the index. The index is designed to balance risks and opportunities within equity markets of emerging economies while emphasizing constituents exhibiting a favorable combination of factor characteristics.

Performance Highlights

Returns (%)
Top Sectors (%)

Investment Breakdown

Strong Recent Performance
ROAM delivered 49.1% over the past year. Historical returns only — past performance is not indicative of future results.
Moderate Cost
Expense ratio of 0.44%. Consider how fees compound over a long holding period.
Broadly Diversified
Top 10 holdings represent just 12.2% of the ETF — exposure spread across many positions.
ETF Information
AUM$88.5M
Expense Ratio0.44%
Dividend Yield2.95%
Holdings43
Inception DateFeb 2015
DomicileUnited States
DistributionNA
Index–
ProviderHartford Mutual Funds
Beta0.90
CategoryDiversified Emerging Mkts
CurrencyUSD
Portfolio Impact

How would ROAM affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
+8.3%
1Y
+36.0%
3Y
+87.3%
5Y
+77.6%
OpenBook InsightIf you had invested £10,000 in ROAM 5 years ago, it would have grown to £17,762 — a gain of £7,762.

Annual Returns

Calendar year performance

ROAM delivered positive returns in 4 of the last 5 calendar years.
YearROAM
2026 YTD+22.6%
2025+31.8%
2024+7.8%
2023+21.1%
2022-15.1%
CAGR 4yr+9.9%
4/5 positive yearsAvg return: +13.6%Worst year: -15.1% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: POSITIVE
Trend Strength
100%
Positive
Volatility
16.4%
Low
Momentum
+7.6%
30-day change
Support Level
34.30
Key floor
Key Insights
  • Price is currently trading above all key moving averages.
  • Monitor key support and resistance levels as part of broader risk assessment.