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Hartford Small Company I IHSIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 17.78  /  0.39 %
  • Total Assets 578.8 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.990%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 90%

Morningstar’s Analysis IHSIX

Will IHSIX 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 I to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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Portfolio Holdings IHSIX

  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 20.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.68
14,482,747
Industrials
2.57
13,866,577
Consumer Cyclical
2.53
13,633,946
Industrials
2.22
11,979,573
Industrials
2.07
11,173,892
Basic Materials
1.79
9,643,339
Consumer Defensive
1.78
9,599,759
Technology
1.77
9,531,150
Industrials
1.76
9,472,469
Consumer Defensive
1.75
9,454,564
Healthcare