An ETF Defying Retail Trends to 'RORE' in 2018

The video discusses an ETF strategy focusing on quality, value, and momentum factors, with a significant emphasis on retail REITs. The performance of the ETF is compared to VNQ, highlighting its success due to mall REITs. Ted Lucas from Hartford funds elaborates on the strategy's approach to balancing risks and enhancing returns. The discussion also covers the impact of high passive ownership in REITs and Hartford's goals for expanding their ETF offerings.

What factors contribute to the 'zip' of the ETF discussed in the first section?

• Large-cap stocks

• Quality, value, and momentum

• High expense ratio

• Low dividend yield

What has been the impact of mall REITs on the ETF's performance?

• They have had no impact

• They have decreased the ETF's performance

• They have made the ETF more volatile

• They have significantly boosted the ETF's performance

What is one of the main goals of the strategy discussed by Ted Lucas?

• To eliminate all passive investments

• To correct risk distortions in CAP-weighted REIT approaches

• To increase sector concentration

• To focus solely on large-cap REITs

What challenge does high passive ownership in REITs present?

• It leads to lower dividends

• It causes whipsaw effects due to significant flows

• It reduces the number of available REITs

• It increases the expense ratio

What is Hartford's goal regarding their ETF offerings?

• To avoid multi-factor equity ETFs

• To focus only on fixed income ETFs

• To invest aggressively and expand their ETF offerings

• To maintain a small ETF complex