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Morningstar

Hartford Small Cap Growth HLS IB HBSGX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 24.51  /  +0.86 %
  • Total Assets 738.0 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 52%

USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HBSGX

Will HBSGX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HBSGX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HBSGX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HBSGX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford Small Cap Growth HLS IB’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HBSGX

More HBSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.59 20.6 Mil
Technology

FTAI Aviation Ltd

1.64 13.1 Mil
Industrials

e.l.f. Beauty Inc

1.52 12.2 Mil
Consumer Defensive

Applied Industrial Technologies Inc

1.43 11.4 Mil
Industrials

Ensign Group Inc

1.37 10.9 Mil
Healthcare

Cabot Corp

1.34 10.7 Mil
Basic Materials

Verra Mobility Corp Class A

1.33 10.7 Mil
Industrials

Fabrinet

1.31 10.5 Mil
Technology

Chart Industries Inc

1.29 10.3 Mil
Industrials

Haemonetics Corp

1.23 9.8 Mil
Healthcare