The Hartford Small Company Fund Class R3 (IHSRX)

22.50
Net Asset Value
+0.27%
1 Day
-10.86%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.56%
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 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+1.99% 3 years+21.85%
3 months+3.45% 5 years+15.77%
1 year+10.00% Since inception+7.05%
Data through --

Peer Comparisonvs. Small growth

 IHSRXCategory
Performance 5-yr return+15.77%+14.84%
Expense ratio1.56%1.40%
Risk 5 year sharpe ratio0.970.96
Net assets$940.8M$804.1M
Average market cap$2.4B$2.8B
Average P/E28.326.3
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$0.00
Minimum IRA investment--

Holdings

U.S. stock86.14%
International stock9.82%
Fixed income3.75%
Other0.29%
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.2.52%
HDS HD Supply Holdings Inc1.41%
AYI Acuity Brands Inc1.38%
TYL Tyler Technologies Inc1.35%
LSTR Landstar System Inc1.30%
VRNT Verint Systems Inc1.28%
VEEV Veeva Systems Inc Class A1.26%
DXCM DexCom Inc1.25%
ACM AECOM Technology Corp1.21%
DRII Diamond Resorts International Inc1.19%

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