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.
Hartford Small Cap Growth R3 HSLRX
- NAV / 1-Day Return 39.43 / +1.15 %
- Total Assets 406.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.570%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Small Growth
- Investment Style Small Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 53%
USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 15.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Super Micro Computer Inc | 2.58 | 11.4 Mil | Technology |
FTAI Aviation Ltd | 1.64 | 7.2 Mil | Industrials |
e.l.f. Beauty Inc | 1.52 | 6.7 Mil | Consumer Defensive |
Applied Industrial Technologies Inc | 1.43 | 6.3 Mil | Industrials |
Ensign Group Inc | 1.37 | 6.0 Mil | Healthcare |
Cabot Corp | 1.34 | 5.9 Mil | Basic Materials |
Verra Mobility Corp Class A | 1.33 | 5.9 Mil | Industrials |
Fabrinet | 1.31 | 5.8 Mil | Technology |
Chart Industries Inc | 1.29 | 5.7 Mil | Industrials |
Haemonetics Corp | 1.23 | 5.4 Mil | Healthcare |