The Hartford Small Company Fund Class F (IHSFX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
21.31
+0.01 (0.05%)
May 23, 2025, 4:00 PM EDT
0.28% (1Y)
| Fund Assets | 584.90M |
| Expense Ratio | 0.88% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 21.30 |
| YTD Return | -6.41% |
| 1-Year Return | 0.28% |
| 5-Year Return | 32.96% |
| 52-Week Low | 18.17 |
| 52-Week High | 24.86 |
| Beta (5Y) | n/a |
| Holdings | 110 |
| Inception Date | Feb 28, 2017 |
About IHSFX
The Fund's investment strategy focuses on Small-Cap with 0.9% total expense ratio. Hartford Mutual Funds, Inc: Hartford Small Company Fund; Class F Shares seeks long-term growth of capital by investing primarily in equity securities selected on the basis of potential for capital appreciation.
Category Small Growth
Performance Rating Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol IHSFX
Share Class Class F
Index Russell 2000 Growth TR
Performance
IHSFX had a total return of 0.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.76%.
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
23.84% of assets| Name | Symbol | Weight |
|---|---|---|
| Applied Industrial Technologies, Inc. | AIT | 3.38% |
| ExlService Holdings, Inc. | EXLS | 2.79% |
| The AZEK Company Inc. | AZEK | 2.66% |
| Verra Mobility Corporation | VRRM | 2.47% |
| CyberArk Software Ltd. | CYBR | 2.26% |
| Cabot Corporation | CBT | 2.24% |
| Champion Homes, Inc. | SKY | 2.06% |
| Casella Waste Systems, Inc. | CWST | 2.02% |
| Viper Energy, Inc. | VNOM | 1.98% |
| Alignment Healthcare, Inc. | ALHC | 1.97% |