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Hartford Small Company R4 IHSSX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 25.31  /  +0.68 %
  • Total Assets 666.6 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level Below Average
  • 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 Jul 23, 2024 | 1-Day Return as of Jul 23, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IHSSX

Will IHSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit Hartford Small Company R4 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 second-costliest quintile among peers.

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Portfolio Holdings IHSSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

e.l.f. Beauty Inc

2.95 18.7 Mil
Consumer Defensive

PROCEPT BioRobotics Corp

2.86 18.1 Mil
Healthcare

Verra Mobility Corp Class A

2.76 17.5 Mil
Industrials

Applied Industrial Technologies Inc

2.73 17.3 Mil
Industrials

Cabot Corp

2.61 16.5 Mil
Basic Materials

The AZEK Co Inc Class A

2.46 15.6 Mil
Industrials

Fluor Corp

2.37 15.0 Mil
Industrials

Comfort Systems USA Inc

2.09 13.2 Mil
Industrials

Curtiss-Wright Corp

2.05 13.0 Mil
Industrials

Viper Energy Inc Ordinary Shares - Class A

1.85 11.7 Mil
Energy