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Morningstar

Hartford Small Company C HSMCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 7.60  /  2.29 %
  • Total Assets 630.3 Mil
  • Adj. Expense Ratio
    2.100%
  • Expense Ratio 2.050%
  • 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 90%

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 12:16 AM GMT+00:00

Morningstar’s Analysis HSMCX

Will HSMCX 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 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.

Summary

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Hartford Small Company C's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative 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 most expensive quintile among peers.

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