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Morningstar

Hartford Small Cap Growth HLS IA HISCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 23.00  /  0.56 %
  • Total Assets 700.2 Mil
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.640%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Limited
  • TTM Yield —
  • Turnover 52%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HISCX

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

People Pillar

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

Hartford Small Cap Growth HLS IA’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 cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HISCX

More HISCX Holdings
  • Current Portfolio Date
  • Equity Holdings 145
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fabrinet

1.56
11,462,579
Technology

e.l.f. Beauty Inc

1.42
10,489,250
Consumer Defensive

Applied Industrial Technologies Inc

1.32
9,724,075
Industrials

Visteon Corp

1.30
9,607,541
Consumer Cyclical

Chord Energy Corp Ordinary Shares - New

1.29
9,470,683
Energy

Verra Mobility Corp Class A

1.26
9,308,742
Industrials

Fox Factory Holding Corp

1.26
9,263,051
Consumer Cyclical

Chart Industries Inc

1.22
9,001,732
Industrials

Encompass Health Corp

1.21
8,944,931
Healthcare

Cabot Corp

1.21
8,886,277
Basic Materials