Morningstar

Hartford Small Company HLS Fund Class IB HDMBX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 19.63  /  +0.41 %
  • Total Assets 467.5M
  • Adj. Expense Ratio
    1.060%
  • Expense Ratio 1.060%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.21%
  • Turnover 68%

USD | NAV as of Aug 14, 2026 | 1-Day Return as of Aug 14, 2026, 12:14 AM GMT+0

Morningstar’s Analysis HDMBX

Will HDMBX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Small Company 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 HDMBX

More HDMBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MKS Inc

3.79 18M
Technology

SiTime Corp Ordinary Shares

2.74 13M
Technology

Xometry Inc Ordinary Shares - Class A

2.49 12M
Industrials

Credo Technology Group Holding Ltd

2.32 11M
Technology

Modine Manufacturing Co

2.29 11M
Consumer Cyclical

Nextpower Inc Class A

2.28 11M
Technology

Zurn Elkay Water Solutions Corp

2.06 10M
Industrials

The Vita Coco Co Inc

1.94 9M
Consumer Defensive

American Healthcare REIT Inc Ordinary Shares

1.91 9M
Real Estate

Alignment Healthcare Inc

1.91 9M
Healthcare

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