Hartford Small Company R5 (IHSUX)

Fund Assets	674.29M
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	36.76
YTD Return	15.99%
1-Year Return	28.53%
5-Year Return	15.86%
52-Week Low	28.85
52-Week High	38.20
Beta (5Y)	1.26
Holdings	123
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.

• Fund Family: Hartford Mutual Funds
• Category: Small Growth
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: IHSUX
• Share Class: Class R5
• Index: Russell 2000 Growth TR

Performance

IHSUX had a total return of 28.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.94%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
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%
FOCSX	Fidelity	Fidelity Small Cap Growth K6 Fund	0.61%

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%
IHSIX	Class I	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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