Morningstar

The Hartford Small Company Fund Class R3 IHSRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 30.02  /  +2.00 %
  • Total Assets 716.5M
  • Adj. Expense Ratio
    1.600%
  • Expense Ratio 1.600%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 71%

USD | NAV as of Aug 08, 2026 | 1-Day Return as of Aug 08, 2026, 12:11 AM GMT+0

Morningstar’s Analysis IHSRX

Will IHSRX outperform in the 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 IHSRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Small Company R3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IHSRX

More IHSRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MKS Inc

3.80 28M
Technology

SiTime Corp Ordinary Shares

2.74 20M
Technology

Xometry Inc Ordinary Shares - Class A

2.49 18M
Industrials

Credo Technology Group Holding Ltd

2.32 17M
Technology

Modine Manufacturing Co

2.29 17M
Consumer Cyclical

Nextpower Inc Class A

2.29 17M
Technology

Zurn Elkay Water Solutions Corp

2.06 15M
Industrials

The Vita Coco Co Inc

1.95 14M
Consumer Defensive

American Healthcare REIT Inc Ordinary Shares

1.92 14M
Real Estate

Alignment Healthcare Inc

1.91 14M
Healthcare

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