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Morningstar

Hartford Small Cap Growth R3 HSLRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 36.46  /  0.57 %
  • Total Assets 407.4 Mil
  • Adj. Expense Ratio
    1.520%
  • Expense Ratio 1.520%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 42%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis HSLRX

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

People Pillar

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

Hartford Small Cap Growth R3’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

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSLRX

More HSLRX Holdings
  • Current Portfolio Date
  • Equity Holdings 145
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 13.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fabrinet

1.56
6,731,118
Technology

e.l.f. Beauty Inc

1.42
6,138,472
Consumer Defensive

Applied Industrial Technologies Inc

1.34
5,802,305
Industrials

Visteon Corp

1.31
5,649,488
Consumer Cyclical

Chord Energy Corp Ordinary Shares - New

1.30
5,607,118
Energy

Verra Mobility Corp Class A

1.27
5,479,694
Industrials

Fox Factory Holding Corp

1.25
5,383,593
Consumer Cyclical

Chart Industries Inc

1.23
5,294,606
Industrials

Cabot Corp

1.22
5,254,654
Basic Materials

Encompass Health Corp

1.22
5,250,140
Healthcare