The Hartford Small Company Fund Class Y (HSCYX)

27.03
Net Asset Value
+2.04%
1 Day
+0.56%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
0.86%
Expense Ratio
Average
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 fund defines 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 total assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.

Performance

1 month-2.28% 3 years+18.42%
3 months+0.15% 5 years+15.74%
1 year+7.44% Since inception+9.65%
Data through --

Peer Comparisonvs. Small growth

 HSCYXCategory
Performance 5-yr return+15.74%+14.84%
Expense ratio0.86%1.41%
Risk 5 year sharpe ratio0.900.85
Net assets$894.2M$805.6M
Average market cap$2.4B$2.6B
Average P/E27.524.8
Portfolio turnover106%106%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureSteven Angeli / 14 Years
Minimal initial investment$250,000.00
Minimum IRA investment--

Holdings

U.S. stock90.99%
International stock6.03%
Fixed income2.67%
Other0.31%
Cash0.00%
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.2.00%
CNQR Concur Technologies Inc1.34%
AYI Acuity Brands Inc1.30%
DXCM DexCom Inc1.28%
AIMC Altra Industrial Motion Corp1.28%
ACM AECOM Technology Corp1.28%
VEEV Veeva Systems Inc Class A1.21%
HPY Heartland Payment Systems Inc1.18%
HDS HD Supply Holdings Inc1.16%
TEN Tenneco Inc1.16%

To view my watchlist

Not a member yet?

Sign up now for a free account
Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.