The Hartford Small Company Fund Class C (HSMCX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
16.82
+0.01 (0.06%)
May 23, 2025, 4:00 PM EDT
-1.18% (1Y)
| Fund Assets | 640.37M |
| Expense Ratio | 2.13% |
| Min. Investment | $2,000 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 16.81 |
| YTD Return | -6.87% |
| 1-Year Return | -1.18% |
| 5-Year Return | 22.64% |
| 52-Week Low | 14.37 |
| 52-Week High | 19.74 |
| Beta (5Y) | 1.00 |
| Holdings | 110 |
| Inception Date | Aug 1, 1998 |
About HSMCX
The Fund's investment strategy focuses on Small-Cap with 2.14% total expense ratio. The minimum amount to invest in Hartford Mutual Funds, Inc: Hartford Small Company Fund; Class C Shares is $2,000 on a standard taxable account. Hartford Mutual Funds, Inc: Hartford Small Company Fund; Class C Shares seeks long-term growth of capital by investing primarily in equity securities selected on the basis of potential for capital appreciation.
Fund Family Hartford Funds C
Category Small Growth
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol HSMCX
Share Class Class C
Index Russell 2000 Growth TR
Performance
HSMCX had a total return of -1.18% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.17%.
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 Fund - Class I | 1.07% |
| FCPGX | Fidelity | Fidelity Small Cap Growth Fund | 1.05% |
| FCTGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class M | 1.58% |
| FCCGX | Fidelity | Fidelity Advisor Small Cap Growth Fund - Class C | 2.08% |
Top 10 Holdings
23.84% of assets| Name | Symbol | Weight |
|---|---|---|
| Applied Industrial Technologies, Inc. | AIT | 3.38% |
| ExlService Holdings, Inc. | EXLS | 2.79% |
| The AZEK Company Inc. | AZEK | 2.66% |
| Verra Mobility Corporation | VRRM | 2.47% |
| CyberArk Software Ltd. | CYBR | 2.26% |
| Cabot Corporation | CBT | 2.24% |
| Champion Homes, Inc. | SKY | 2.06% |
| Casella Waste Systems, Inc. | CWST | 2.02% |
| Viper Energy, Inc. | VNOM | 1.98% |
| Alignment Healthcare, Inc. | ALHC | 1.97% |