The Hartford Small Company Fund Class F (IHSFX)
| Fund Assets | 578.56M |
| Expense Ratio | 0.88% |
| 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 | 22.73 |
| YTD Return | -2.81% |
| 1-Year Return | 4.88% |
| 5-Year Return | 31.15% |
| 52-Week Low | 18.17 |
| 52-Week High | 24.86 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| Inception Date | Feb 28, 2017 |
About IHSFX
The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
Performance
IHSFX had a total return of 4.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.16%.
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
27.34% of assets| Name | Symbol | Weight |
|---|---|---|
| iShares Russell 2000 Growth ETF | IWO | 4.91% |
| Applied Industrial Technologies, Inc. | AIT | 3.71% |
| ExlService Holdings, Inc. | EXLS | 2.91% |
| The AZEK Company Inc. | AZEK | 2.73% |
| Verra Mobility Corporation | VRRM | 2.43% |
| CyberArk Software Ltd. | CYBR | 2.39% |
| Casella Waste Systems, Inc. | CWST | 2.16% |
| Cabot Corporation | CBT | 2.15% |
| AvePoint, Inc. | AVPT | 2.04% |
| Champion Homes, Inc. | SKY | 1.91% |