The Hartford Small Company Fund Class C (HSMCX)
| Fund Assets | 725.63M |
| Expense Ratio | 2.13% |
| Min. Investment | $2,000 |
| 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 | 23.40 |
| YTD Return | 15.09% |
| 1-Year Return | 30.89% |
| 5-Year Return | 9.02% |
| 52-Week Low | 17.49 |
| 52-Week High | 23.70 |
| Beta (5Y) | 1.00 |
| Holdings | 122 |
| Inception Date | Aug 1, 1998 |
About HSMCX
Hartford Small Company Fund Class C is a mutual fund focused on growth-oriented investments in small-capitalization companies. Its primary objective is capital appreciation, seeking to identify the next significant opportunities within the small-cap sector. The fund is sub-advised by Wellington Management, leveraging their comprehensive global research capabilities and collaborative investment approach. The portfolio is well-diversified, typically holding around 100 stocks, with approximately 99% of assets invested in equities and a small allocation to foreign companies. Major sectors represented include information technology, industrials, materials, and consumer-oriented industries. The fund is classified within the small growth category, targeting companies with higher growth prospects and above-average price-to-earnings ratios. By focusing on smaller firms, the fund aims to capture potential upside in underrecognized or emerging companies, playing a vital role for investors seeking exposure to the dynamic segment of U.S. small-cap growth equities.
Performance
HSMCX had a total return of 30.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.11%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
24.61% of assets| Name | Symbol | Weight |
|---|---|---|
| Nextpower Inc. | NXT | 3.16% |
| MKS Inc. | MKSI | 2.91% |
| SiTime Corporation | SITM | 2.75% |
| Xometry, Inc. | XMTR | 2.59% |
| Modine Manufacturing Company | MOD | 2.52% |
| The Vita Coco Company, Inc. | COCO | 2.33% |
| Bloom Energy Corporation | BE | 2.29% |
| Credo Technology Group Holding Ltd | CRDO | 2.12% |
| Zurn Elkay Water Solutions Corporation | ZWS | 2.02% |
| Curtiss-Wright Corporation | CW | 1.92% |