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Morningstar

Hartford Small Cap Value C HTSCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 9.04  /  0.22 %
  • Total Assets 110.3 Mil
  • Adj. Expense Ratio
    2.050%
  • Expense Ratio 2.050%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Value
  • Investment Style Small Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.86%
  • Turnover 59%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:17 PM GMT+0

Morningstar’s Analysis HTSCX

Will HTSCX 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 HTSCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

Weakness in Hartford Small Cap Value C's Process and People Pillar ratings limits this strategy 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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HTSCX

More HTSCX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CoreCivic Inc

2.19
2,223,668
Industrials

H&R Block Inc

2.18
2,212,020
Consumer Cyclical

Radian Group Inc

2.12
2,153,419
Financial Services

Subsea 7 SA ADR

2.09
2,128,267
Energy

Cadence Bank

2.05
2,078,796
Financial Services

Gap Inc

2.02
2,053,389
Consumer Cyclical

Veradigm Inc

1.98
2,009,549
Healthcare

Home BancShares Inc

1.93
1,956,779
Financial Services

Spire Inc

1.90
1,932,809
Utilities

Spirit AeroSystems Holdings Inc Class A

1.90
1,930,469
Industrials