Hartford Schroders US Small Cap Opportunities benefits from a stable team and a structured process. Bob Kaynor has demonstrated that he can implement the process consistently, and the People and Process Pillar ratings are both maintained at Above Average as a result.
Hartford Schroders US Small Cap Opps A SCUVX
- NAV / 1-Day Return 27.20 / −1.13 %
- Total Assets 280.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.360%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Small Blend
- Investment Style Small Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield —
- Turnover 42%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0
Morningstar’s Analysis SCUVX
Will SCUVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 3.75 | 11.1 Mil | Cash and Equivalents |
ICU Medical Inc | 2.64 | 7.9 Mil | Healthcare |
LiveRamp Holdings Inc | 2.26 | 6.7 Mil | Technology |
Kemper Corp | 1.96 | 5.8 Mil | Financial Services |
Stericycle Inc | 1.95 | 5.8 Mil | Industrials |
Hexcel Corp | 1.86 | 5.5 Mil | Industrials |
US Physical Therapy Inc | 1.85 | 5.5 Mil | Healthcare |
ESCO Technologies Inc | 1.82 | 5.4 Mil | Technology |
Lumentum Holdings Inc | 1.73 | 5.1 Mil | Technology |
Cavco Industries Inc | 1.65 | 4.9 Mil | Consumer Cyclical |