About HOORX
Hartford Schroders US Small Cap Opportunities Fund Class R3 is an actively managed mutual fund focused on U.S. small capitalization companies. Its primary objective is capital appreciation, achieved by investing predominantly in equity securities of smaller firms that offer significant potential for growth but have not yet reached full maturity or scale. The fund distinguishes itself by seeking a blend of three company types: those positioned for capital growth, those offering limited downside volatility, and those exhibiting unique, idiosyncratic growth characteristics.
The portfolio is diversified across a variety of sectors, with notable allocations in industrials, financials, healthcare, and technology. Typically holding around 80 individual positions, the fund demonstrates high active share and moderate turnover, reflecting a hands-on approach to security selection. Managed by Schroders, a global investment manager with deep expertise in small-cap investing, the fund leverages a seasoned management team and a structured, repeatable investment process. Hartford Schroders US Small Cap Opportunities Fund Class R3 serves investors looking to access the growth potential of U.S. small companies, while aiming to balance risk by targeting diverse sources of return within the small-cap universe.
Fund Family Hartford Mutual Funds
Category Small Blend
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol HOORX
Share Class Class R3
Index Russell 2000 TR
HOORX had a total return of 22.08% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.96%.
