The Hartford Small Company Fund Class C (HSMCX)
| Fund Assets | 664.52M |
| 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 | 21.52 |
| YTD Return | 5.51% |
| 1-Year Return | 23.05% |
| 5-Year Return | 5.00% |
| 52-Week Low | 16.81 |
| 52-Week High | 22.01 |
| Beta (5Y) | 1.02 |
| Holdings | 117 |
| 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 23.05% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.81%.
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
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% |