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Hartford Small Cap Growth R5 HSLTX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 49.31  /  +0.78 %
  • Total Assets 424.8 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 53%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis HSLTX

Will HSLTX outperform in future?

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

Hartford Small Cap Growth R5’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 HSLTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Fabrinet

1.64 6.7 Mil
Technology

e.l.f. Beauty Inc

1.54 6.3 Mil
Consumer Defensive

FTAI Aviation Ltd

1.46 5.9 Mil
Industrials

Applied Industrial Technologies Inc

1.45 5.9 Mil
Industrials

Verra Mobility Corp Class A

1.41 5.8 Mil
Industrials

Ensign Group Inc

1.41 5.7 Mil
Healthcare

Super Micro Computer Inc

1.35 5.5 Mil
Technology

Visteon Corp

1.20 4.9 Mil
Consumer Cyclical

Blackbaud Inc

1.19 4.9 Mil
Technology

Cabot Corp

1.16 4.7 Mil
Basic Materials