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Morningstar

Hartford Small Cap Growth I HSLIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 40.71  /  1.62 %
  • Total Assets 411.1 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Sep 21, 2023 | 1-Day Return as of Sep 21, 2023, 10:25 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSLIX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Hartford Small Cap Growth I’s Process Pillar rating is just 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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSLIX

More HSLIX 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