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Hartford Small Cap Value C HTSCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 10.04  /  +2.25 %
  • Total Assets 123.9 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 52%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HTSCX

Will HTSCX outperform in future?

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

Weakness in Hartford Small Cap Value C's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings HTSCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 Value ETF

4.59 5.5 Mil

Cadence Bank

2.24 2.7 Mil
Financial Services

Bread Financial Holdings Inc

2.17 2.6 Mil
Financial Services

Silicon Motion Technology Corp ADR

2.06 2.5 Mil
Technology

Radian Group Inc

2.04 2.4 Mil
Financial Services

Steven Madden Ltd

2.00 2.4 Mil
Consumer Cyclical

Pebblebrook Hotel Trust

1.97 2.4 Mil
Real Estate

MillerKnoll Inc

1.95 2.3 Mil
Consumer Cyclical

Ichor Holdings Ltd

1.91 2.3 Mil
Technology

InterDigital Inc

1.88 2.2 Mil
Technology