The Hartford Small Company Fund Class A (IHSAX)

Fund Assets	635.01M
Expense Ratio	1.351%
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	23.53
YTD Return	5.65%
1-Year Return	11.57%
5-Year Return	4.86%
52-Week Low	20.54
52-Week High	27.17
Beta (5Y)	1.26
Holdings	113
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.

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

Performance

IHSAX had a total return of 11.57% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.63%.

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	0.86%
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
IHSFX	Class F	0.89%
IHSVX	Class R6	0.89%
HSCYX	Class Y	0.99%
IHSUX	Class R5	1.00%

Top 10 Holdings

20.39% of assets

Name	Symbol	Weight
iShares Russell 2000 Growth ETF	IWO	2.71%
Xometry, Inc.	XMTR	2.53%
American Healthcare REIT, Inc.	AHR	2.15%
Zurn Elkay Water Solutions Corporation	ZWS	2.07%
Chord Energy Corporation	CHRD	1.95%
Amplitude, Inc.	AMPL	1.83%
The Vita Coco Company, Inc.	COCO	1.83%
SiriusPoint Ltd.	SPNT	1.80%
Applied Industrial Technologies, Inc.	AIT	1.77%
Life Time Group Holdings, Inc.	LTH	1.74%

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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