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Morningstar

Hartford Small Cap Growth C HSLCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.16  /  0.20 %
  • Total Assets 403.8 Mil
  • Adj. Expense Ratio
    1.980%
  • Expense Ratio 1.980%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:19 PM GMT+0

Morningstar’s Analysis HSLCX

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

People Pillar

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

Strength in Hartford Small Cap Growth C's People Pillar is partially offset by an Average Process Pillar rating, leading to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSLCX

More HSLCX Holdings
  • Current Portfolio Date
  • Equity Holdings 145
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 12.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

1.49
6,765,581
Technology

Verra Mobility Corp Class A

1.42
6,465,361
Industrials

Visteon Corp

1.35
6,154,663
Consumer Cyclical

Applied Industrial Technologies Inc

1.20
5,449,739
Industrials

Chord Energy Corp Ordinary Shares - New

1.20
5,445,328
Energy

Fox Factory Holding Corp

1.19
5,436,550
Consumer Cyclical

John Bean Technologies Corp

1.18
5,387,295
Industrials

Chart Industries Inc

1.17
5,340,931
Industrials

Livent Corp

1.17
5,301,720
Basic Materials

Encompass Health Corp

1.14
5,206,466
Healthcare