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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 18.96  /  0.05 %
  • Total Assets 633.3 Mil
  • Adj. Expense Ratio
    1.590%
  • Expense Ratio 1.590%
  • 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 90%

USD | NAV as of Jun 08, 2023 | 1-Day Return as of Jun 08, 2023, 10:15 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.

A drop in People Pillar rating is the primary driver of Hartford Small Company R3's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

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 95
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 23.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
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