Morningstar

Hartford Small Cap Growth HLS Fund Class IB HBSGX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 27.16  /  +2.14 %
  • Total Assets 580.2M
  • Adj. Expense Ratio
    0.910%
  • Expense Ratio 0.910%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 2.24%
  • Turnover 86%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HBSGX

Will HBSGX outperform in the 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Small Cap Growth HLS IB holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HBSGX

More HBSGX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Bloom Energy Corp Class A

3.56 23M
Industrials

Credo Technology Group Holding Ltd

2.31 15M
Technology

FirstCash Holdings Inc

1.35 9M
Financial Services

Modine Manufacturing Co

1.30 8M
Consumer Cyclical

Sanmina Corp

1.25 8M
Technology

Fabrinet

1.22 8M
Technology

Viavi Solutions Inc

1.19 8M
Technology

IonQ Inc Class A

1.16 7M
Technology

SPX Technologies Inc

1.12 7M
Industrials

Marex Group PLC

1.08 7M
Financial Services

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