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Morningstar

Hartford Small Company I IHSIX

Morningstar Analyst Rating
Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 19.01  /  1.39 %
  • Total Assets 653.7 Mil
  • Adj. Expense Ratio
    0.990%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • 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 02, 2023 | 1-Day Return as of Feb 02, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis IHSIX

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

People Pillar

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

Summary

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Hartford Small Company I's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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