Skip to Content

Hartford Small Cap Growth Y HSLYX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 50.53  /  +0.52 %
  • Total Assets 415.7 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield
  • Turnover 53%

USD | NAV as of May 30, 2024 | 1-Day Return as of May 30, 2024, 10:15 PM GMT+0

Morningstar’s Analysis HSLYX

Will HSLYX outperform in future?

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

Hartford Small Cap Growth Y’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 sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HSLYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 14.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Super Micro Computer Inc

2.14 8.7 Mil
Technology

FTAI Aviation Ltd

1.74 7.1 Mil
Industrials

Cabot Corp

1.44 5.8 Mil
Basic Materials

Haemonetics Corp

1.43 5.8 Mil
Healthcare

Ensign Group Inc

1.41 5.7 Mil
Healthcare

Applied Industrial Technologies Inc

1.39 5.7 Mil
Industrials

Verra Mobility Corp Class A

1.36 5.6 Mil
Industrials

e.l.f. Beauty Inc

1.32 5.4 Mil
Consumer Defensive

Weatherford International PLC Ordinary Shares - New

1.30 5.3 Mil
Energy

Fabrinet

1.30 5.3 Mil
Technology