The Hartford Small Company Fund Class Y (HSCYX)
| Fund Assets | 664.52M |
| 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 | 34.68 |
| YTD Return | 4.73% |
| 1-Year Return | 23.08% |
| 5-Year Return | 10.10% |
| 52-Week Low | 27.13 |
| 52-Week High | 35.93 |
| Beta (5Y) | n/a |
| Holdings | 117 |
| 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.
Performance
HSCYX had a total return of 23.08% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.37%.
Top 10 Holdings
20.74% of assets| Name | Symbol | Weight |
|---|---|---|
| Nextpower Inc. | NXT | 2.81% |
| MKS Inc. | MKSI | 2.38% |
| Modine Manufacturing Company | MOD | 2.26% |
| Zurn Elkay Water Solutions Corporation | ZWS | 2.23% |
| American Healthcare REIT, Inc. | AHR | 2.11% |
| Curtiss-Wright Corporation | CW | 2.02% |
| SiriusPoint Ltd. | SPNT | 1.84% |
| Alignment Healthcare, Inc. | ALHC | 1.72% |
| The Vita Coco Company, Inc. | COCO | 1.71% |
| Applied Industrial Technologies, Inc. | AIT | 1.66% |