The Hartford Small Company Fund Class Y (HSCYX)

Fund Assets	674.29M
Expense Ratio	0.99%
Min. Investment	$250,000
Turnover	37.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	37.88
YTD Return	15.70%
1-Year Return	26.31%
5-Year Return	16.42%
52-Week Low	29.54
52-Week High	39.36
Beta (5Y)	1.26
Holdings	123
Inception Date	Jul 22, 1996

About HSCYX

Hartford Small Company Fund Class Y is a mutual fund focused on investing in small-cap growth companies, aiming to achieve capital appreciation over the long term. The fund primarily targets equities of smaller firms with market capitalizations generally in line with the Russell 2000 Growth Index and the S&P SmallCap 600 Index, offering exposure to a dynamic segment of the U.S. equity market known for its potential for innovation and expansion. Managed by Wellington Management, the fund leverages robust global research to identify attractive opportunities across a range of industries, with an emphasis on independent analysis and portfolio diversification. The portfolio typically maintains high active share and invests in nearly 100 holdings, with the vast majority in domestic equities and a modest allocation to foreign stocks. Its role in the financial market is to provide investors access to curated small-cap growth opportunities, potentially complementing broader equity portfolios with higher growth potential and greater volatility relative to large-cap counterparts.

• Fund Family: Hartford Mutual Funds
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: HSCYX
• Share Class: Class Y
• Index: Russell 2000 Growth TR

Performance

HSCYX had a total return of 26.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.64%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
IHSFX	Class F	0.89%
IHSVX	Class R6	0.89%
IHSUX	Class R5	1.00%
IHSIX	Class I	1.00%

Top 10 Holdings

23.77% of assets

Name	Symbol	Weight
MKS Inc.	MKSI	3.80%
SiTime Corporation	SITM	2.74%
Xometry, Inc.	XMTR	2.49%
Credo Technology Group Holding Ltd	CRDO	2.32%
Modine Manufacturing Company	MOD	2.29%
Nextpower Inc.	NXT	2.29%
Zurn Elkay Water Solutions Corporation	ZWS	2.06%
The Vita Coco Company, Inc.	COCO	1.95%
American Healthcare REIT, Inc.	AHR	1.92%
Alignment Healthcare, Inc.	ALHC	1.91%

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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