Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.
Hartford Small Cap Growth R4 HSLSX
- NAV / 1-Day Return 48.22 / +1.45 %
- Total Assets 373.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.270%
- Distribution Fee Level Below Average
- 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0
Morningstar’s Analysis HSLSX
Will HSLSX 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 15.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
FTAI Aviation Ltd | 2.40 | 8.3 Mil | Industrials |
Fabrinet | 1.84 | 6.4 Mil | Technology |
Ensign Group Inc | 1.64 | 5.7 Mil | Healthcare |
Verra Mobility Corp Class A | 1.58 | 5.5 Mil | Industrials |
Applied Industrial Technologies Inc | 1.48 | 5.1 Mil | Industrials |
SPX Technologies Inc | 1.43 | 4.9 Mil | Industrials |
Cabot Corp | 1.38 | 4.8 Mil | Basic Materials |
Fluor Corp | 1.36 | 4.7 Mil | Industrials |
Haemonetics Corp | 1.29 | 4.5 Mil | Healthcare |
Chart Industries Inc | 1.23 | 4.3 Mil | Industrials |