Hartford Small Company R3 (IHSRX)

Fund Assets	674.29M
Expense Ratio	1.60%
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	29.25
YTD Return	15.25%
1-Year Return	27.45%
5-Year Return	12.14%
52-Week Low	23.01
52-Week High	30.40
Beta (5Y)	1.26
Holdings	123
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.

• Fund Family: Hartford Mutual Funds
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: IHSRX
• Share Class: Class R3
• Index: Russell 2000 Growth TR

Performance

IHSRX had a total return of 27.45% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.31%.

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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