| 22.21 Net Asset Value | -1.07% 1 Day | +19.54% Year-to-Date | Overall Morningstar Rating |
| Small growth Style or Category | 5.5 Sales Expenses | 1.41% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +0.99% | 3 years | +15.68% | |
| 3 months | +7.52% | 5 years | +5.73% | |
| 1 year | +28.31% | Since inception | +8.68% |
| IHSAX | Category | |
|---|---|---|
| Performance 5-yr return | +5.73% | +8.20% |
| Expense ratio | 1.41% | 1.47% |
| Risk 5 year sharpe ratio | 0.32 | 0.39 |
| Net assets | $776.9M | $715.5M |
| Average market cap | $1.8B | $2.2B |
| Average P/E | 21.7 | 22.5 |
| Portfolio turnover | 124% | 124% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Hartford Mutual Funds |
| Fund manager & tenure | Steven Angeli / 13 Years |
| Minimal initial investment | $2,000.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Healthcare | 14.03% |
| Consumer goods | 12.69% |
| Consumer service | 11.00% |
| Hardware | 10.36% |
| Business service | 10.00% |
| IWO iShares Russell 2000 Growth Index | 1.85% |
| TEN Tenneco Inc | 1.35% |
| KS KapStone Paper And Packaging Corporation | 1.31% |
| IMPV Imperva Inc | 1.22% |
| SHOO Steven Madden | 1.15% |
| BLMN Bloomin Brands Inc | 1.14% |
| PCH Potlatch Corp. | 1.13% |
| -- Samsonite International S.A. | 1.11% |
| FICO Fair Isaac Corp | 1.10% |
| MDCO Medicines | 1.10% |
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