The Hartford Small Company Fund Class R3 (IHSRX)
| Fund Assets | 636.97M |
| Expense Ratio | 1.60% |
| 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 | 24.14 |
| YTD Return | -4.57% |
| 1-Year Return | 17.86% |
| 5-Year Return | -8.70% |
| 52-Week Low | 18.03 |
| 52-Week High | 26.75 |
| Beta (5Y) | n/a |
| Holdings | 108 |
| Inception Date | Dec 22, 2006 |
About IHSRX
Hartford Small Company Fund Class R3 is a mutual fund focused on capital growth through investments in small-cap U.S. companies. The fund primarily targets common stocks of businesses with strong potential for future expansion, seeking to identify the next major opportunity among emerging or rapidly developing firms. Its investment process leverages the global research resources of Wellington Management, emphasizing independent analysis and collaboration across asset classes. The portfolio typically holds nearly 100 stocks and maintains a high allocation to equities, including a small percentage in foreign equities. Sector allocations are diversified, with noticeable weightings in information technology, consumer sectors, and industrials. By concentrating on the lower end of the market-cap spectrum, the fund provides exposure to dynamic, fast-growing companies that often operate in innovative or transformative industries. It serves a key role in the market for investors aiming to access the growth potential and volatility associated with small-cap equities, helping diversify broader portfolios by complementing larger company or value-oriented holdings.
Performance
IHSRX had a total return of 17.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.44%.
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
20.73% of assets| Name | Symbol | Weight |
|---|---|---|
| Nextpower Inc. | NXT | 2.55% |
| SiTime Corporation | SITM | 2.31% |
| MKS Inc. | MKSI | 2.28% |
| Zurn Elkay Water Solutions Corporation | ZWS | 2.13% |
| Alignment Healthcare, Inc. | ALHC | 2.05% |
| iShares Russell 2000 Growth ETF | IWO | 2.03% |
| American Healthcare REIT, Inc. | AHR | 1.95% |
| Verra Mobility Corporation | VRRM | 1.82% |
| Curtiss-Wright Corporation | CW | 1.82% |
| Modine Manufacturing Company | MOD | 1.79% |