The Hartford Small Company Fund Class R5 (IHSUX)
NASDAQ · Mutual Fund
· Delayed Price · Currency is USD
26.52
+0.06 (0.23%)
May 30, 2025, 4:00 PM EDT
1.77% (1Y)
| Fund Assets | 905.65M |
| Expense Ratio | 1.00% |
| Min. Investment | $0.00 |
| Turnover | n/a |
| Dividend (ttm) | n/a |
| Dividend Yield | n/a |
| Dividend Growth | n/a |
| Payout Frequency | n/a |
| Ex-Dividend Date | n/a |
| Previous Close | 26.46 |
| YTD Return | -5.82% |
| 1-Year Return | 1.77% |
| 5-Year Return | 32.06% |
| 52-Week Low | 22.47 |
| 52-Week High | 30.75 |
| Beta (5Y) | n/a |
| Holdings | 110 |
| Inception Date | Dec 22, 2006 |
About IHSUX
The Fund's investment strategy focuses on Small-Cap with 0.95% total expense ratio. The minimum amount to invest in Hartford Mutual Funds, Inc: Hartford Small Company Fund; Class R5 Shares is $0 on a standard taxable account. Hartford Mutual Funds, Inc: Hartford Small Company Fund; Class R5 Shares seeks long-term growth of capital by investing primarily in equity securities selected on the basis of potential for capital appreciation.
Category Small Growth
Performance Rating Below Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol IHSUX
Share Class Class R5
Index Russell 2000 Growth TR
Performance
IHSUX had a total return of 1.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.64%.
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
23.84% of assets| Name | Symbol | Weight |
|---|---|---|
| Applied Industrial Technologies, Inc. | AIT | 3.38% |
| ExlService Holdings, Inc. | EXLS | 2.79% |
| The AZEK Company Inc. | AZEK | 2.66% |
| Verra Mobility Corporation | VRRM | 2.47% |
| CyberArk Software Ltd. | CYBR | 2.26% |
| Cabot Corporation | CBT | 2.24% |
| Champion Homes, Inc. | SKY | 2.06% |
| Casella Waste Systems, Inc. | CWST | 2.02% |
| Viper Energy, Inc. | VNOM | 1.98% |
| Alignment Healthcare, Inc. | ALHC | 1.97% |