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Morningstar

Hartford Small Company R4 IHSSX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis IHSSX

Will IHSSX 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 IHSSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

A drop in People Pillar rating is the primary driver of Hartford Small Company R4's downgrade to a Morningstar Medalist Rating of Negative from Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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