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Morningstar

Hartford Small Company HLS IB HDMBX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 13.20  /  −0.45 %
  • Total Assets 410.4 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 39%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HDMBX

Will HDMBX 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 HDMBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HDMBX 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 HDMBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Small Company HLS IB to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HDMBX

More HDMBX Holdings
  • 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

e.l.f. Beauty Inc

3.26 14.2 Mil
Consumer Defensive

Applied Industrial Technologies Inc

2.67 11.6 Mil
Industrials

The AZEK Co Inc Class A

2.43 10.6 Mil
Industrials

Celsius Holdings Inc

2.30 10.0 Mil
Consumer Defensive

Verra Mobility Corp Class A

2.21 9.6 Mil
Industrials

Cabot Corp

2.14 9.3 Mil
Basic Materials

PROCEPT BioRobotics Corp

2.06 9.0 Mil
Healthcare

Fluor Corp

1.98 8.6 Mil
Industrials

Comfort Systems USA Inc

1.93 8.4 Mil
Industrials

Ryman Hospitality Properties Inc

1.81 7.9 Mil
Real Estate