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Morningstar

Hartford Small Company A IHSAX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.07  /  −0.71 %
  • Total Assets 624.0 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IHSAX

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Small Company A 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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IHSAX

More IHSAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

2.97 19.8 Mil
Consumer Defensive

Applied Industrial Technologies Inc

2.68 17.9 Mil
Industrials

Verra Mobility Corp Class A

2.48 16.6 Mil
Industrials

The AZEK Co Inc Class A

2.47 16.5 Mil
Industrials

Cabot Corp

2.25 15.0 Mil
Basic Materials

Celsius Holdings Inc

2.23 14.9 Mil
Consumer Defensive

Fluor Corp

2.21 14.7 Mil
Industrials

PROCEPT BioRobotics Corp

2.04 13.6 Mil
Healthcare

Comfort Systems USA Inc

1.94 13.0 Mil
Industrials

Curtiss-Wright Corp

1.78 11.9 Mil
Industrials