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Hartford Small Company I IHSIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 21.52  /  +0.61 %
  • Total Assets 663.9 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • 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 48%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 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.

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-cheapest fee quintile among peers.

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Portfolio Holdings IHSIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

3.23 21.1 Mil
Consumer Defensive

Applied Industrial Technologies Inc

2.66 17.4 Mil
Industrials

The AZEK Co Inc Class A

2.42 15.8 Mil
Industrials

Celsius Holdings Inc

2.27 14.9 Mil
Consumer Defensive

Verra Mobility Corp Class A

2.22 14.5 Mil
Industrials

Cabot Corp

2.12 13.8 Mil
Basic Materials

PROCEPT BioRobotics Corp

2.07 13.5 Mil
Healthcare

Fluor Corp

1.96 12.8 Mil
Industrials

Comfort Systems USA Inc

1.93 12.6 Mil
Industrials

Ryman Hospitality Properties Inc

1.78 11.7 Mil
Real Estate