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Hartford Small Cap Growth I HSLIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 48.69  /  +1.16 %
  • Total Assets 375.4 Mil
  • Adj. Expense Ratio
    0.940%
  • Expense Ratio 0.940%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 53%

USD | NAV as of Jul 12, 2024 | 1-Day Return as of Jul 12, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HSLIX

Will HSLIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Hartford Small Cap Growth I’s Process Pillar rating is Average, but a strong management team still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings HSLIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 16.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.72 11.4 Mil
Technology

FTAI Aviation Ltd

1.88 7.9 Mil
Industrials

Fabrinet

1.71 7.2 Mil
Technology

Cabot Corp

1.48 6.2 Mil
Basic Materials

Ensign Group Inc

1.47 6.2 Mil
Healthcare

Verra Mobility Corp Class A

1.47 6.2 Mil
Industrials

SPX Technologies Inc

1.41 5.9 Mil
Industrials

e.l.f. Beauty Inc

1.40 5.9 Mil
Consumer Defensive

Applied Industrial Technologies Inc

1.39 5.9 Mil
Industrials

Fluor Corp

1.28 5.4 Mil
Industrials