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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 15.84  /  1.55 %
  • Total Assets 587.7 Mil
  • Adj. Expense Ratio
    1.270%
  • Expense Ratio 1.270%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield —
  • Turnover 90%

USD | NAV as of Oct 02, 2023 | 1-Day Return as of Oct 02, 2023, 10:16 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 99
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Applied Industrial Technologies Inc

2.42
15,060,028
Industrials

Verra Mobility Corp Class A

2.41
14,998,500
Industrials

e.l.f. Beauty Inc

2.39
14,901,477
Consumer Defensive

Fluor Corp

2.09
12,990,177
Industrials

Wingstop Inc

2.00
12,434,179
Consumer Cyclical

Celsius Holdings Inc

1.99
12,366,791
Consumer Defensive

Cabot Corp

1.98
12,348,996
Basic Materials

The AZEK Co Inc Class A

1.96
12,212,311
Industrials

Comfort Systems USA Inc

1.84
11,473,425
Industrials

ExlService Holdings Inc

1.78
11,111,492
Technology