Morningstar

The Hartford Small Company Fund Class C HSMCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 23.22  /  +0.26 %
  • Total Assets 707.0M
  • Adj. Expense Ratio
    2.130%
  • Expense Ratio 2.130%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 71%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HSMCX

Will HSMCX outperform in the 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 HSMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Small Company C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HSMCX

More HSMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nextpower Inc Class A

3.16 22M
Technology

MKS Inc

2.91 20M
Technology

SiTime Corp Ordinary Shares

2.75 19M
Technology

Xometry Inc Ordinary Shares - Class A

2.59 18M
Industrials

Modine Manufacturing Co

2.52 17M
Consumer Cyclical

The Vita Coco Co Inc

2.33 16M
Consumer Defensive

Bloom Energy Corp Class A

2.29 16M
Industrials

Credo Technology Group Holding Ltd

2.12 15M
Technology

Zurn Elkay Water Solutions Corp

2.02 14M
Industrials

Curtiss-Wright Corp

1.92 13M
Industrials

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