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Top 2 multi-factor ETFs


If you don’t want to focus on individual asset classes, investment goals, or regions, we have a solution for you! Multi-factor exchange-traded funds!

There are about 300 such ETFs registered in the US, and their number is likely to increase in the coming quarters.

Each multi-factor Fund uses a unique strategy for selecting assets and their specific weights in the portfolio.

In this article, we will look at 2 multi-factor funds that are worthy of your attention.

  1. Invesco Russell 1000 Dynamic Multifactor ETF
  2. Hartford Multifactor Developed Markets (ex-US) ETF
  1. Invesco Russell 1000 Dynamic Multifactor ETF
Многофакторные ETF — хороший инструмент диверсификации вложений |  Investing.com
  • Cost: $36.66;
  • Dividend yield: 1.48%;
  • Investment costs: 0.29%.

Invesco Russell 1000 Dynamic Multifactor ETF (OMFL) allows you to invest in a wide range of businesses in the Russell 1000 index (which contains 1000 of the largest representatives of the US stock market). Portfolio components are selected according to market conditions and economic cycles (such as slowing, falling, recovering, or growing).

Fund managers use their own tools to monitor changes in the signals of economic indicators. They take advantage of factors such as cost, momentum, quality, low volatility, and size.

Currently, the OMFL portfolio includes 346 components of the Russell 1000 OFI Dynamic Multifactor Index. The index (and ETF) undergo monthly rebalancing and cost recovery.

The Fund was launched in November 2017. The top 10 companies have invested about 7% of the funds amounting to $ 1.2 billion.

The list of investments is led by media and entertainment giant Viacom (VIAC); it company Hewlett Packard Enterprise (HPE); medical services provider Cardinal Health (CAH); Delta Air Lines (DAL) and United Rentals (URI), which rents equipment.

  • Hartford Multifactor Developed Markets (ex-US) ETF
RODM Hartford Multifactor Developed Markets (ex-US) ETF Stock Quote
  • Cost: $28.23;
  • Dividend yield: 2.68%;
  • Investment costs: 0.29%.

The Hartford Multifactor Developed Markets (ex-US) ETF (RODM) provides investors with access to capital from developed markets in Europe, Canada, and the Pacific.

RODM is based on the Hartford Risk-Optimized Multifactor Developed Markets (ex US) index. The Fund was launched in February 2015 and currently manages a portfolio of 493 worth $2 billion.

The list is headed by Danish pharmaceutical giant Novo Nordisk (NVO) and German pharmaceutical, chemical and biological company Merck (MRK) (MRCG), (MKKGY). It also includes innovative technology company ABB( ABB), Swedish company Investor (IVSBF), which owns stakes in several publicly traded and private companies, industrial enterprises Atlas (ATCO) and Copco (APLKY), telecommunications company Ericsson Telefon (ERIC) and British-Swedish pharmaceutical company AstraZeneca (AZN) (AZN). Others include canadian retailer Loblaw (L) and Japanese communications group NTT Docomo (9437), (DCMYY).

Since the beginning of the year, the fund has fallen in price by about 4%. RODM is suitable for investors who want to increase the degree of “geographical” diversification of their investments.

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