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Hartford Schroders US Small Cap Opps A SCUVX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 27.84  /  +0.25 %
  • Total Assets 262.2 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Above Average
  • Share Class Type Front Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 42%

USD | NAV as of Feb 26, 2024 | 1-Day Return as of Feb 26, 2024, 11:14 PM GMT+0

Morningstar’s Analysis SCUVX

Will SCUVX 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 SCUVX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

LiveRamp Holdings Inc

2.33 6.4 Mil
Technology

Morgan Stanley InstlLqdty TrsSecs Instl

2.24 6.2 Mil
Cash and Equivalents

ICU Medical Inc

2.14 5.9 Mil
Healthcare

Kemper Corp

1.95 5.4 Mil
Financial Services

Lumentum Holdings Inc

1.90 5.2 Mil
Technology

Stericycle Inc

1.73 4.7 Mil
Industrials

Hexcel Corp

1.69 4.6 Mil
Industrials

ASGN Inc

1.69 4.6 Mil
Technology

Valvoline Inc

1.66 4.5 Mil
Energy

Cavco Industries Inc

1.63 4.5 Mil
Consumer Cyclical