Hartford Small Company R4 (IHSSX)
| Fund Assets | 725.63M |
| Expense Ratio | 1.30% |
| 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 | 33.36 |
| YTD Return | 15.56% |
| 1-Year Return | 31.99% |
| 5-Year Return | 13.68% |
| 52-Week Low | 24.75 |
| 52-Week High | 33.79 |
| Beta (5Y) | 1.26 |
| Holdings | 122 |
| Inception Date | Dec 22, 2006 |
About IHSSX
The Hartford Small Company Fund Class R4 is a mutual fund focused on seeking long-term growth of capital by investing primarily in the common stocks of small-capitalization companies. This fund aims to identify the next generation of standout performers within the small-cap segment, leveraging the robust research capabilities of Wellington Management, its sub-advisor, to uncover high-potential opportunities. The portfolio is diversified across sectors such as Information Technology, Consumer Staples, Energy, and Materials, and is managed with a disciplined, collaborative approach that emphasizes independent thought and rigorous analysis. With a substantial allocation to equities, including a modest exposure to foreign markets, the fund typically maintains a high active share and a moderate portfolio turnover, reflecting its commitment to selective, fundamental stock picking. The Hartford Small Company Fund Class R4 plays a strategic role for investors seeking exposure to the dynamic, higher-growth segment of the equity market, where small-cap companies may offer differentiated return potential over the long term.
Performance
IHSSX had a total return of 31.99% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.70%.
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% |