Hartford Small Company R3 (IHSRX)
| Fund Assets | 725.63M |
| 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 | 29.56 |
| YTD Return | 15.41% |
| 1-Year Return | 31.58% |
| 5-Year Return | 11.95% |
| 52-Week Low | 21.99 |
| 52-Week High | 29.95 |
| Beta (5Y) | 1.26 |
| Holdings | 122 |
| 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 31.58% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.38%.
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% |