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Hartford Small Company C HSMCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 8.38  /  +0.96 %
  • Total Assets 648.5 Mil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.100%
  • 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
  • Turnover 48%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis HSMCX

Will HSMCX outperform in future?

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Small Company C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings HSMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Industrial Technologies Inc

2.47 15.8 Mil
Industrials

Verra Mobility Corp Class A

2.41 15.4 Mil
Industrials

Wingstop Inc

2.39 15.3 Mil
Consumer Cyclical

e.l.f. Beauty Inc

2.29 14.6 Mil
Consumer Defensive

Fluor Corp

2.14 13.7 Mil
Industrials

Cabot Corp

2.13 13.6 Mil
Basic Materials

The AZEK Co Inc Class A

1.97 12.6 Mil
Industrials

PROCEPT BioRobotics Corp

1.86 11.9 Mil
Healthcare

ExlService Holdings Inc

1.72 11.0 Mil
Technology

Ryman Hospitality Properties Inc

1.69 10.8 Mil
Real Estate