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Morningstar

Hartford Small Company I IHSIX

Morningstar Medalist Rating
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%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

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.

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.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IHSIX

More IHSIX Holdings
  • 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

Applied Industrial Technologies Inc

2.68
14,482,747
Industrials

Wingstop Inc

2.57
13,866,577
Consumer Cyclical

Verra Mobility Corp Class A

2.53
13,633,946
Industrials

Fluor Corp

2.22
11,979,573
Industrials

Cabot Corp

2.07
11,173,892
Basic Materials

e.l.f. Beauty Inc

1.79
9,643,339
Consumer Defensive

ExlService Holdings Inc

1.78
9,599,759
Technology

Curtiss-Wright Corp

1.77
9,531,150
Industrials

Celsius Holdings Inc

1.76
9,472,469
Consumer Defensive

Haemonetics Corp

1.75
9,454,564
Healthcare