Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

The Hartford Small Company Fund Class R3 (IHSRX)

24.18
Net Asset Value
+0.54%
1 Day
+7.23%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.55%
Expense Ratio
Average
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.

Performance

1 month+1.94% 3 years+19.13%
3 months+5.31% 5 years+16.79%
1 year+16.30% Since inception+7.26%
Data through --

Peer Comparisonvs. Small growth

 IHSRXCategory
Performance 5-yr return+16.79%+17.65%
Expense ratio1.55%1.37%
Risk 5 year sharpe ratio1.051.05
Net assets$986.1M$835.3M
Average market cap$2.4B$2.9B
Average P/E28.128.2
Portfolio turnover92%92%

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 / 15 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock89.36%
International stock3.93%
Fixed income3.55%
Cash3.16%
Other0.00%
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
DRII Diamond Resorts International Inc1.67%
DXCM DexCom Inc1.66%
HW Headwaters Inc1.59%
CSGP CoStar Group Inc1.56%
IMAX IMAX Corp1.48%
DOOR Masonite International Corp1.45%
ACHC Acadia Healthcare Company Inc1.43%
LSTR Landstar System Inc1.41%
VEEV Veeva Systems Inc1.33%
WNS WNS (Holdings) Ltd1.32%