The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
Hartford Small Company Y HSCYX
- NAV / 1-Day Return 28.83 / +1.30 %
- Total Assets 661.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.000%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment 250,000
- Status Open
- TTM Yield —
- Turnover 48%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis HSCYX
Will HSCYX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 24.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
e.l.f. Beauty Inc | 3.35 | 21.0 Mil | Consumer Defensive |
Verra Mobility Corp Class A | 2.85 | 17.9 Mil | Industrials |
Applied Industrial Technologies Inc | 2.77 | 17.4 Mil | Industrials |
PROCEPT BioRobotics Corp | 2.65 | 16.6 Mil | Healthcare |
Fluor Corp | 2.39 | 15.0 Mil | Industrials |
Cabot Corp | 2.37 | 14.9 Mil | Basic Materials |
The AZEK Co Inc Class A | 2.18 | 13.7 Mil | Industrials |
Curtiss-Wright Corp | 1.98 | 12.4 Mil | Industrials |
Comfort Systems USA Inc | 1.95 | 12.3 Mil | Industrials |
Viper Energy Inc Ordinary Shares - Class A | 1.82 | 11.4 Mil | Energy |