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Hartford Schroders US Small Cap Opps I SCUIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 29.71  /  +0.44 %
  • Total Assets 261.5 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.08%
  • Turnover 42%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:17 PM GMT+0

Morningstar’s Analysis SCUIX

Will SCUIX outperform in future?

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

The established process with a focus on downside resilience should help the strategy to outperform over the cycle.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

Hartford Schroders US Small Cap Opportunities benefits from a stable team and a structured process. Bob Kaynor has demonstrated that he can implement the process consistently, and the People and Process Pillar ratings are both maintained at Above Average as a result.

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Portfolio Holdings SCUIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 17.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley InstlLqdty TrsSecs Instl

2.37 7.2 Mil
Cash and Equivalents

LiveRamp Holdings Inc

2.19 6.6 Mil
Technology

ICU Medical Inc

2.03 6.1 Mil
Healthcare

Hexcel Corp

1.84 5.6 Mil
Industrials

Stericycle Inc

1.75 5.3 Mil
Industrials

Albany International Corp

1.72 5.2 Mil
Consumer Cyclical

Lumentum Holdings Inc

1.70 5.1 Mil
Technology

Cavco Industries Inc

1.67 5.0 Mil
Consumer Cyclical

Valvoline Inc

1.67 5.0 Mil
Energy

ASGN Inc

1.62 4.9 Mil
Technology