The Hartford Small Company Fund Class I (IHSIX)
| Fund Assets | 578.56M |
| Expense Ratio | 0.98% |
| 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 | 22.14 |
| YTD Return | -1.34% |
| 1-Year Return | 6.90% |
| 5-Year Return | 35.42% |
| 52-Week Low | 17.92 |
| 52-Week High | 24.52 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| Inception Date | Aug 31, 2006 |
About IHSIX
The Hartford Small Company Fund Class I is a mutual fund focused on achieving long-term capital growth by investing primarily in the common stocks of small-capitalization U.S. companies. The fund is managed by Wellington Management, leveraging their extensive global research capabilities to identify emerging small-cap businesses with significant growth potential. With a diversified portfolio typically holding around 100 companies, the fund spans across sectors including industrials, information technology, healthcare, and consumer discretionary, among others. About 99% of its holdings are in equities, with a modest allocation to foreign stocks, reflecting its domestic-oriented, yet globally aware, investment approach. The fund is classified within the Morningstar Small Growth category and uses the Russell 2000 Growth Index as its primary performance benchmark. Designed for investors seeking exposure to the dynamic small-cap market segment, the Hartford Small Company Fund Class I plays a specialized role in the broader financial market by targeting early-stage companies poised for expansion, thus contributing to the diversity and growth potential of investor portfolios.
Performance
IHSIX had a total return of 6.90% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.70%.
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% |