Morningstar

Hartford Schroders US Small Cap Opportunities Fund Class R3 HOORX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 32.39  /  +1.06 %
  • Total Assets 173.6M
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 44%

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

Morningstar’s Analysis HOORX

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

  • People Pillar

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

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HOORX

More HOORX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.42 6M
Cash and Equivalents

ICU Medical Inc

2.46 4M
Healthcare

Moog Inc Class A

2.04 4M
Industrials

Semtech Corp

1.97 4M
Technology

Novanta Inc

1.95 3M
Technology

Viavi Solutions Inc

1.90 3M
Technology

MACOM Technology Solutions Holdings Inc

1.85 3M
Technology

CommVault Systems Inc

1.78 3M
Technology

Repligen Corp

1.76 3M
Healthcare

Cavco Industries Inc

1.74 3M
Consumer Cyclical

Sponsor Center