Hartford Small Company Fund Class C (HSMCX)

20.06
Net Asset Value
-0.94%
1 Day
+2.56%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
2.09%
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+3.94% 3 years+19.49%
3 months+1.72% 5 years+15.54%
1 year+12.88% Since inception+7.41%
Data through --

Peer Comparisonvs. Small growth

 HSMCXCategory
Performance 5-yr return+15.54%+19.88%
Expense ratio2.09%1.41%
Risk 5 year sharpe ratio0.940.98
Net assets$930.9M$806.8M
Average market cap$2.2B$2.7B
Average P/E26.125.1
Portfolio turnover106%106%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureSteven Angeli / 14 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock88.37%
International stock6.53%
Cash2.84%
Fixed income1.94%
Other0.32%
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
WWWW Web.com Group Inc1.31%
AIMC Altra Industrial Motion Corp1.28%
HPY Heartland Payment Systems Inc1.25%
FLTX FleetMatics Group PLC1.24%
AIT Applied Industrial Technologies Inc1.22%
TEN Tenneco Inc1.22%
ATHL Athlon Energy Inc1.21%
HSNI HSN Inc1.20%
TMH Team Health Holdings Inc1.17%
BLMN Bloomin Brands Inc1.17%

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