The Hartford Small Company Fund Class I (IHSIX)

Fund Assets	674.29M
Expense Ratio	1.00%
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	29.31
YTD Return	15.99%
1-Year Return	28.52%
5-Year Return	15.91%
52-Week Low	23.00
52-Week High	30.45
Beta (5Y)	1.25
Holdings	123
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.

• Fund Family: Hartford Mutual Funds
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: IHSIX
• Share Class: Class I
• Index: Russell 2000 Growth TR

Performance

IHSIX had a total return of 28.52% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.76%.

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 I	0.92%
FCPGX	Fidelity	Fidelity Small Cap Growth Fund	0.88%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.42%
FCCGX	Fidelity	Fidelity Advisor Small Cap Growth C	1.92%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
IHSFX	Class F	0.89%
IHSVX	Class R6	0.89%
HSCYX	Class Y	0.99%
IHSUX	Class R5	1.00%

Top 10 Holdings

23.77% of assets

Name	Symbol	Weight
MKS Inc.	MKSI	3.80%
SiTime Corporation	SITM	2.74%
Xometry, Inc.	XMTR	2.49%
Credo Technology Group Holding Ltd	CRDO	2.32%
Modine Manufacturing Company	MOD	2.29%
Nextpower Inc.	NXT	2.29%
Zurn Elkay Water Solutions Corporation	ZWS	2.06%
The Vita Coco Company, Inc.	COCO	1.95%
American Healthcare REIT, Inc.	AHR	1.92%
Alignment Healthcare, Inc.	ALHC	1.91%

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:

Aug 27, 2026

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