Hartford Small Cap Growth R3 (HSLRX)

Fund Assets	262.39M
Expense Ratio	1.613%
Min. Investment	$0.00
Turnover	92.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	Dec 11, 2025

Previous Close	39.06
YTD Return	6.23%
1-Year Return	7.88%
5-Year Return	2.58%
52-Week Low	34.54
52-Week High	45.71
Beta (5Y)	1.30
Holdings	183
Inception Date	Dec 22, 2006

About HSLRX

Hartford Small Cap Growth Fund Class R3 is an actively managed mutual fund focused on achieving long-term capital appreciation by investing primarily in U.S. small-cap companies. The fund targets businesses exhibiting improving quality metrics, strong business momentum, and attractive relative valuations, aiming to balance growth potential with risk management. Managed by an experienced team at Wellington Management, the fund leverages extensive research and collaboration to identify emerging leaders within the small-cap universe. With a diversified portfolio of over 150 holdings, it maintains exposure exclusively to equities, positioning itself as a pure play within the small-cap growth segment. Notable characteristics include a relatively high portfolio turnover and a focus on minimizing unintended risks through a disciplined investment process. The fund’s sector allocations and individual stock selections are designed to capture the growth benefits inherent in smaller companies while maintaining a diversified approach. Hartford Small Cap Growth Fund Class R3 serves investors seeking access to rapidly growing, innovative U.S. companies at the earlier stages of their corporate life cycles, making it a significant participant in the small-cap growth fund category.

• Fund Family: Hartford Mutual Funds
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: HSLRX
• Share Class: Class R3
• Index: Russell 2000 Growth TR

Performance

HSLRX had a total return of 7.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.47%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
FECGX	Fidelity	Fidelity Small Cap Growth Index Fund	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	0.88%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.87%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.44%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.86%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
HSLFX	Class F	0.90%
HSLVX	Class R6	0.91%
HSLYX	Class Y	0.98%
HSLIX	Class I	1.01%

Top 10 Holdings

13.28% of assets

Name	Symbol	Weight
iShares Russell 2000 Growth ETF	IWO	2.99%
FirstCash Holdings, Inc.	FCFS	1.36%
Marex Group Limited	MRX	1.29%
Protagonist Therapeutics, Inc.	PTGX	1.18%
Usd	n/a	1.15%
Casella Waste Systems, Inc.	CWST	1.10%
The Ensign Group, Inc.	ENSG	1.09%
The Chefs' Warehouse, Inc.	CHEF	1.06%
Glaukos Corporation	GKOS	1.03%
Dorman Products, Inc.	DORM	1.02%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$3.58277	Dec 12, 2025
Dec 27, 2024	$0.44009	Dec 30, 2024
Dec 11, 2024	$5.89462	Dec 12, 2024
Dec 11, 2023	$1.40167	Dec 12, 2023
Dec 10, 2021	$12.13269	Dec 13, 2021
Dec 10, 2020	$4.32134	Dec 11, 2020

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:

Oct 16, 2026

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