Hartford Small Company R5 (IHSUX)
| Fund Assets | 600.66M |
| Expense Ratio | 1.00% |
| 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 | 28.54 |
| YTD Return | 0.43% |
| 1-Year Return | 3.74% |
| 5-Year Return | 19.51% |
| 52-Week Low | 22.47 |
| 52-Week High | 30.75 |
| Beta (5Y) | n/a |
| Holdings | 103 |
| Inception Date | Dec 22, 2006 |
About IHSUX
The Hartford Small Company Fund Class R5 is a mutual fund with a primary objective of capital growth by investing predominantly in small-cap companies. The fund leverages the extensive global research capabilities of Wellington Management, its sub-advisor, to identify emerging opportunities within the small-cap universe. By employing a fundamental, bottom-up stock selection approach, the fund seeks to uncover businesses poised for significant long-term growth. Its portfolio typically holds nearly 99% in equities, with a modest allocation to foreign stocks, and is diversified across multiple sectors such as information technology, consumer staples, and energy. The fund is characterized by relatively high active share and moderate turnover, reflecting an actively managed strategy focused on differentiation from its benchmark, the Russell 2000 Growth Index. Through its disciplined investment process and experienced management team, the Hartford Small Company Fund Class R5 plays a key role in providing access to potential high-growth companies at earlier stages in their development within a broader investment portfolio.
Performance
IHSUX had a total return of 3.74% in the past year, including dividends. Since the fund's inception, the average annual return has been 7.91%.
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
22.72% of assets| Name | Symbol | Weight |
|---|---|---|
| The AZEK Company Inc. | AZEK | 2.80% |
| Verra Mobility Corporation | VRRM | 2.64% |
| CyberArk Software Ltd. | CYBR | 2.58% |
| ExlService Holdings, Inc. | EXLS | 2.45% |
| AvePoint, Inc. | AVPT | 2.25% |
| SiTime Corporation | SITM | 2.23% |
| PJT Partners Inc. | PJT | 2.00% |
| Casella Waste Systems, Inc. | CWST | 1.98% |
| Cabot Corporation | CBT | 1.92% |
| Zurn Elkay Water Solutions Corporation | ZWS | 1.87% |