Morningstar

Hartford Schroders US Small Cap Opportunities Fund Class Y HOOYX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $34.40  /  +0.38 %
  • Fund Size $167.4M
  • Adjusted Expense Ratio 1.050%
  • Net Expense Ratio 1.050%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Small Blend
  • Equity Style Box (Funds) Small Blend
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis HOOYX

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

  • People Pillar

    The People Pillar is our evaluation of the HOOYX 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 HOOYX’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

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Portfolio Holdings HOOYX

More HOOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.59 6M
Cash and Equivalents

Repligen Corp

2.65 5M
Healthcare

ICU Medical Inc

2.33 4M
Healthcare

Reinsurance Group of America Inc

1.88 3M
Financial Services

Cavco Industries Inc

1.82 3M
Consumer Cyclical

Balchem Corp

1.82 3M
Basic Materials

Novanta Inc

1.80 3M
Technology

Box Inc Class A

1.71 3M
Technology

First Bancorp

1.70 3M
Financial Services

First BanCorp

1.69 3M
Financial Services

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