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Morningstar

Hartford Small Company R3 IHSRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.43  /  −1.54 %
  • Total Assets 632.8 Mil
  • Adj. Expense Ratio
    1.610%
  • Expense Ratio 1.610%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 48%

USD | NAV as of Apr 15, 2024 | 1-Day Return as of Apr 15, 2024, 11:52 PM GMT+0

Morningstar’s Analysis IHSRX

Will IHSRX 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 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.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Small Company R3 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
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 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