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The Hartford Small Company Fund Class R3 (IHSRX)

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 investment objective 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+2.32% 3 years+13.90%
3 months+0.05% 5 years+10.44%
1 year-6.17% Since inception+5.39%
Data through --

Peer Comparisonvs. Small growth

Performance 5-yr return+10.44%+12.11%
Expense ratio1.55%1.37%
Risk 5 year sharpe ratio0.710.78
Net assets$842.5M$770.2M
Average market cap$2.1B$2.8B
Average P/E24.126.9
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$0.00
Minimum IRA investment--


U.S. stock90.47%
International stock3.74%
Fixed income0.60%
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
HW Headwaters Inc1.90%
CSGP CoStar Group Inc1.67%
IMAX IMAX Corp1.65%
DRII Diamond Resorts International Inc1.59%
SHOO Steven Madden Ltd1.41%
VEEV Veeva Systems Inc1.39%
WNS WNS (Holdings) Ltd1.37%
LSTR Landstar System Inc1.29%
PNRA Panera Bread Co1.29%
FAF First American Financial Corp1.28%