About HOOCX
The Hartford Schroders US Small Cap Opportunities Fund is a mutual fund focused on achieving capital appreciation by investing primarily in the equity securities of U.S. small-cap companies. Managed by experienced portfolio managers from Schroders, the fund targets a blend of three distinct company types: those offering capital growth, those with limited downside volatility, and those exhibiting unique, idiosyncratic growth characteristics. This diversified approach aims to harness the significant growth potential often found in smaller companies, which typically have not yet reached their full operational scale or market maturity. The fund's portfolio is broadly diversified across sectors such as industrials, financials, healthcare, technology, and consumer discretionary, reflecting its effort to balance growth opportunities with risk management. The fund is particularly notable for its collaboration between Hartford Funds and Schroders, leveraging Schroders’ extensive global investment expertise and resources. Classified in the Morningstar Small Blend category, it plays a significant role for investors seeking exposure to the dynamic and evolving segment of U.S. small-cap equities, while implementing structured, research-driven selection processes for portfolio construction.
Fund Family Hartford Mutual Funds
Category Small Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol HOOCX
Share Class Class C
Index Russell 2000 TR
HOOCX had a total return of 26.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.87%.
