Skip to Content
Morningstar

Hartford Schroders US Small Cap Opps A SCUVX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 30.26  /  +1.71 %
  • Total Assets 264.3 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SCUVX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SCUVX 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 SCUVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Schroders CEO Peter Harrison to Retire After More Than Eight Years at the Helm

null Lena Tsymbaluk

Lena Tsymbaluk

Analyst Note

On April 24, 2024, Schroders announced that after eight years in the top role, Peter Harrison signaled his intention to retire as the group's CEO in 2025. Harrison joined Schroders in March 2013 and became CEO in April 2016. Before his current role, he was the global head of investment. The group will now launch a thorough and extensive search for his successor. The board anticipates an orderly transition during 2025, and Harrison will remain as a director of the company throughout this period. The news on Harrison's retirement does not impact our view on the Schroders strategies we rate, and the Parent rating remains Above Average. We will continue monitoring the firm in terms of any announcements or decisions regarding the composition of the executive leadership team.

by Lena Tsymbaluk
Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SCUVX

More SCUVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ICU Medical Inc

3.25 8.7 Mil
Healthcare

LiveRamp Holdings Inc

2.20 5.9 Mil
Technology

Kemper Corp

2.16 5.8 Mil
Financial Services

Usd

1.99 5.3 Mil
Cash and Equivalents

ESCO Technologies Inc

1.98 5.3 Mil
Technology

Viavi Solutions Inc

1.94 5.2 Mil
Technology

Lumentum Holdings Inc

1.83 4.9 Mil
Technology

Box Inc Class A

1.78 4.8 Mil
Technology

Hexcel Corp

1.77 4.7 Mil
Industrials

Element Solutions Inc

1.73 4.6 Mil
Basic Materials