Hartford Small Company F (IHSFX)
| Fund Assets | 725.63M |
| Expense Ratio | 0.89% |
| 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 | 30.06 |
| YTD Return | 16.92% |
| 1-Year Return | 33.78% |
| 5-Year Return | 17.13% |
| 52-Week Low | 22.22 |
| 52-Week High | 30.44 |
| Beta (5Y) | 1.26 |
| Holdings | 122 |
| 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 33.78% in the past year, including dividends. Since the fund's inception, the average annual return has been 12.62%.
Equivalent Funds
These are funds that follow the same index from the other major fund companies.
Top 10 Holdings
24.61% of assets| Name | Symbol | Weight |
|---|---|---|
| Nextpower Inc. | NXT | 3.16% |
| MKS Inc. | MKSI | 2.91% |
| SiTime Corporation | SITM | 2.75% |
| Xometry, Inc. | XMTR | 2.59% |
| Modine Manufacturing Company | MOD | 2.52% |
| The Vita Coco Company, Inc. | COCO | 2.33% |
| Bloom Energy Corporation | BE | 2.29% |
| Credo Technology Group Holding Ltd | CRDO | 2.12% |
| Zurn Elkay Water Solutions Corporation | ZWS | 2.02% |
| Curtiss-Wright Corporation | CW | 1.92% |