The Hartford Small Company Fund Class A (IHSAX)
| Fund Assets | 636.97M |
| Expense Ratio | 1.30% |
| 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 | 21.55 |
| YTD Return | -4.51% |
| 1-Year Return | 18.21% |
| 5-Year Return | -7.24% |
| 52-Week Low | 16.05 |
| 52-Week High | 23.86 |
| Beta (5Y) | n/a |
| Holdings | 108 |
| Inception Date | Jul 22, 1996 |
About IHSAX
Hartford Small Company Fund Class A is an actively managed mutual fund focused on identifying growth opportunities within U.S. small-cap equities. The fund seeks long-term capital appreciation by investing predominantly in small-cap companies that exhibit the potential to become industry leaders. Sub-advised by Wellington Management, it leverages their extensive global research capabilities to uncover both emerging and established small firms with robust growth prospects. The portfolio is typically diversified across a broad array of sectors, with notable allocations to industrials, healthcare, consumer discretionary, and information technology. Emphasizing rigorous fundamental analysis, the fund maintains a high active share and typically holds around 100 companies, with about 99% of assets invested in equities and a small international allocation. The fund’s role in the financial market is to provide investors with access to the dynamic growth potential of smaller U.S. companies, which can offer significant diversification benefits and the possibility of outsized returns compared to large-cap stocks, albeit with higher volatility and risk characteristics associated with the small-cap space.
Performance
IHSAX had a total return of 18.21% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.42%.
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
20.73% of assets| Name | Symbol | Weight |
|---|---|---|
| Nextpower Inc. | NXT | 2.55% |
| SiTime Corporation | SITM | 2.31% |
| MKS Inc. | MKSI | 2.28% |
| Zurn Elkay Water Solutions Corporation | ZWS | 2.13% |
| Alignment Healthcare, Inc. | ALHC | 2.05% |
| iShares Russell 2000 Growth ETF | IWO | 2.03% |
| American Healthcare REIT, Inc. | AHR | 1.95% |
| Verra Mobility Corporation | VRRM | 1.82% |
| Curtiss-Wright Corporation | CW | 1.82% |
| Modine Manufacturing Company | MOD | 1.79% |