Hartford Small Company F (IHSFX)

Fund Assets	635.01M
Expense Ratio	0.935%
Min. Investment	$0.00
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	26.80
YTD Return	4.24%
1-Year Return	10.15%
5-Year Return	5.23%
52-Week Low	23.35
52-Week High	30.94
Beta (5Y)	1.26
Holdings	113
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.

• Fund Family: Hartford Mutual Funds
• 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 10.15% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.91%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
VRTGX	Vanguard	Vanguard Russell 2000 Growth Index Fund Institutional Shares	0.07%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
IHSVX	Class R6	0.89%
HSCYX	Class Y	0.99%
IHSUX	Class R5	1.00%
IHSIX	Class I	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

Data Sources Report a data error