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Morningstar

Hartford Small Cap Growth Y HSLYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 46.10  /  2.81 %
  • Total Assets 439.4 Mil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.870%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 42%

USD | NAV as of Jun 02, 2023 | 1-Day Return as of Jun 02, 2023, 10:16 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSLYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Strength in Hartford Small Cap Growth Y’s People Pillar and Parent Pillar underpin this strategy's Morningstar Medalist Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HSLYX

More HSLYX Holdings
  • Current Portfolio Date
  • Equity Holdings 143
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wingstop Inc

1.67
7,182,948
Consumer Cyclical

Crocs Inc

1.61
6,930,343
Consumer Cyclical

Applied Industrial Technologies Inc

1.55
6,672,301
Industrials

Texas Roadhouse Inc

1.55
6,663,638
Consumer Cyclical

Celsius Holdings Inc

1.41
6,071,944
Consumer Defensive

Verra Mobility Corp Class A

1.26
5,412,389
Industrials

Chord Energy Corp Ordinary Shares - New

1.21
5,208,424
Energy

Cabot Corp

1.21
5,203,892
Basic Materials

Zurn Elkay Water Solutions Corp

1.20
5,140,063
Industrials

Encompass Health Corp

1.17
5,013,322
Healthcare