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.
Hartford Schroders US Small Cap Opps I SCUIX
- NAV / 1-Day Return 30.94 / +0.29 %
- Total Assets 295.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.100%
- 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 Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:20 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 3.09 | 8.1 Mil | Cash and Equivalents |
ICU Medical Inc | 2.76 | 7.3 Mil | Healthcare |
LiveRamp Holdings Inc | 2.06 | 5.4 Mil | Technology |
Hexcel Corp | 1.95 | 5.1 Mil | Industrials |
Stericycle Inc | 1.93 | 5.1 Mil | Industrials |
Lumentum Holdings Inc | 1.82 | 4.8 Mil | Technology |
US Physical Therapy Inc | 1.79 | 4.7 Mil | Healthcare |
ASGN Inc | 1.78 | 4.7 Mil | Technology |
Kemper Corp | 1.78 | 4.7 Mil | Financial Services |
Cavco Industries Inc | 1.75 | 4.6 Mil | Consumer Cyclical |