Hartford Small Company Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
The Hartford Small Company Fund Class Y HSCYX
- NAV / 1-Day Return 36.44 / −0.65 %
- Total Assets 688.3M
-
Adj. Expense Ratio
0.990%
- Expense Ratio 0.990%
- 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 0.00
- Turnover 71%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HSCYX
Will HSCYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HSCYX 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 HSCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- 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
|
|---|---|---|---|
MKS Inc | 2.67 | 18M | Technology |
Nextpower Inc Class A | 2.52 | 17M | Technology |
Modine Manufacturing Co | 2.41 | 16M | Consumer Cyclical |
Bloom Energy Corp Class A | 2.40 | 16M | Industrials |
Zurn Elkay Water Solutions Corp | 2.34 | 16M | Industrials |
SiTime Corp Ordinary Shares | 2.28 | 15M | Technology |
The Vita Coco Co Inc | 2.14 | 14M | Consumer Defensive |
American Healthcare REIT Inc Ordinary Shares | 2.06 | 14M | Real Estate |
Alignment Healthcare Inc | 2.00 | 13M | Healthcare |
Curtiss-Wright Corp | 1.94 | 13M | Industrials |
United States