Morningstar

The Hartford Small Company Fund Class R5 IHSUX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 36.90  /  +1.91 %
  • Total Assets 699.8M
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Retirement, Large
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 71%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis IHSUX

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

  • People Pillar

    The People Pillar is our evaluation of the IHSUX 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 IHSUX’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 R5 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 IHSUX

More IHSUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Nextpower Inc Class A

3.16 22M
Technology

MKS Inc

2.91 20M
Technology

SiTime Corp Ordinary Shares

2.75 19M
Technology

Xometry Inc Ordinary Shares - Class A

2.59 18M
Industrials

Modine Manufacturing Co

2.52 17M
Consumer Cyclical

The Vita Coco Co Inc

2.33 16M
Consumer Defensive

Bloom Energy Corp Class A

2.29 16M
Industrials

Credo Technology Group Holding Ltd

2.12 15M
Technology

Zurn Elkay Water Solutions Corp

2.02 14M
Industrials

Curtiss-Wright Corp

1.92 13M
Industrials

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