The Hartford Small Company Fund Class B (HSCBX)

Net Asset Value
1 Day
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks growth of capital. The fund seeks its goal by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The managers define small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.


1 month-2.91% 3 years+15.47%
3 months+0.47% 5 years+15.24%
1 year+3.88% Since inception+8.63%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+15.24%+15.53%
Expense ratio2.35%1.39%
Risk 5 year sharpe ratio0.870.90
Net assets$936.1M$793.8M
Average market cap$2.5B$2.9B
Average P/E28.126.6
Portfolio turnover92%92%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureSteven Angeli / 15 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock89.55%
International stock6.91%
Fixed income3.18%
Top 5 Sectors
Portfolio weighting
Healthcare 14.03%
Consumer goods 12.69%
Consumer service 11.00%
Hardware 10.36%
Business service 10.00%
Top 10 Holdings
Portfolio weighting
-- Mobileye N.V.2.14%
DXCM DexCom Inc1.43%
LSTR Landstar System Inc1.41%
VEEV Veeva Systems Inc Class A1.39%
SWFT Swift Transportation Co1.38%
AYI Acuity Brands Inc1.37%
VRNT Verint Systems Inc1.34%
TYL Tyler Technologies Inc1.31%
HDS HD Supply Holdings Inc1.28%
IMAX Imax Corp1.24%

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