Skip to Content

Hartford Small Company HLS IB HDMBX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.87  /  −0.23 %
  • Total Assets 410.1 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 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 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.

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HDMBX

  • 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