The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford Small Cap Value A to a Morningstar Medalist Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.
- NAV / 1-Day Return 9.95 / 1.70 %
- Total Assets 111.4 Mil
-
Adj. Expense Ratio
1.280%
- Expense Ratio 1.290%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Small Value
- Investment Style Small Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 1.43%
- Turnover 59%
Morningstar’s Analysis HSMAX
Will HSMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 61
- Bond Holdings 0
- Other Holdings 3
- % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector