Morningstar

The Hartford Small Company Fund Class R3 IHSRX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $27.21  /  +1.45 %
  • Fund Size $635.6M
  • Adjusted Expense Ratio 1.600%
  • Net Expense Ratio 1.600%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Small Growth
  • Equity Style Box (Funds) Small Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 71%
NAV and 1-Day Return as of

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 21.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Xometry Inc Ordinary Shares - Class A

3.02 19M
Industrials

Chord Energy Corp Ordinary Shares - New

2.28 14M
Energy

Zurn Elkay Water Solutions Corp

2.16 14M
Industrials

American Healthcare REIT Inc Ordinary Shares

2.14 14M
Real Estate

Applied Industrial Technologies Inc

1.95 12M
Industrials

SiriusPoint Ltd

1.94 12M
Financial Services

Amplitude Inc Class A

1.94 12M
Technology

The Vita Coco Co Inc

1.92 12M
Consumer Defensive

Hinge Health Inc Ordinary Shares - Class A

1.87 12M
Healthcare

Life Time Group Holdings Inc

1.78 11M
Consumer Cyclical

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