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Hartford Small Cap Growth HLS IB HBSGX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 21.57  /  0.19 %
  • Total Assets 697.3 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%

Morningstar’s Analysis HBSGX

Will HBSGX outperform in future?

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

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.

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Portfolio Holdings HBSGX

  • Current Portfolio Date
  • Equity Holdings 146
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 Growth ETF

1.77
11,531,206
1.50
9,785,341
Industrials
1.41
9,214,285
Technology
1.39
9,099,142
Industrials
1.39
9,081,656
Healthcare

Usd

1.32
8,587,084
Cash and Equivalents
1.26
8,250,234
Basic Materials
1.24
8,064,979
Financial Services
1.23
8,037,110
Consumer Cyclical
1.21
7,899,071
Industrials