The Hartford Small Company Fund Class F (IHSFX)
| Fund Assets | 595.38M |
| 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 | 26.76 |
| YTD Return | 4.78% |
| 1-Year Return | 40.97% |
| 5-Year Return | 3.41% |
| 52-Week Low | 19.60 |
| 52-Week High | 27.11 |
| Beta (5Y) | n/a |
| Holdings | 116 |
| Inception Date | Feb 28, 2017 |
About IHSFX
Hartford Small Company Fund Class F is a mutual fund designed to pursue long-term capital growth by investing primarily in small-cap U.S. companies. Managed by Wellington Management, the fund leverages extensive global research capabilities to identify smaller firms with strong potential for future expansion. The fund’s portfolio typically exhibits a high concentration in equities, with a focus on growth-driven sectors such as information technology, industrials, and consumer discretionary. As of the latest data, the fund holds nearly 100 positions and demonstrates active management with a turnover rate of around 43%. The strategy is benchmarked against the Russell 2000 Growth Index, aiming to outperform this widely recognized indicator for small-growth stocks. With an expense ratio of 0.88% and total assets exceeding $600 million, Hartford Small Company Fund Class F offers investors exposure to emerging businesses that could become leaders in their industries, playing a significant role in diversifying broader equity portfolios and capturing the dynamism of the small-cap segment in U.S. markets.
Performance
IHSFX had a total return of 40.97% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.58%.
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
21.00% of assets| Name | Symbol | Weight |
|---|---|---|
| MKS Inc. | MKSI | 2.38% |
| Zurn Elkay Water Solutions Corporation | ZWS | 2.37% |
| Nextpower Inc. | NXT | 2.30% |
| Modine Manufacturing Company | MOD | 2.22% |
| American Healthcare REIT, Inc. | AHR | 2.19% |
| iShares Russell 2000 Growth ETF | IWO | 2.12% |
| The Vita Coco Company, Inc. | COCO | 1.95% |
| Curtiss-Wright Corporation | CW | 1.95% |
| Alignment Healthcare, Inc. | ALHC | 1.76% |
| Champion Homes, Inc. | SKY | 1.76% |