The Hartford Small Company Fund Class R6 (IHSVX)
| Fund Assets | 578.56M |
| Expense Ratio | 0.89% |
| 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 | 28.81 |
| YTD Return | -1.30% |
| 1-Year Return | 6.98% |
| 5-Year Return | 36.11% |
| 52-Week Low | 23.31 |
| 52-Week High | 31.89 |
| Beta (5Y) | n/a |
| Holdings | 99 |
| Inception Date | Nov 7, 2014 |
About IHSVX
The Hartford Small Company Fund Class R6 is a mutual fund focused on seeking long-term capital growth by investing primarily in small-cap U.S. companies. Managed with support from Wellington Management’s global research capabilities, the fund targets firms at the lower end of the market-cap spectrum that exhibit robust potential for growth and capital appreciation. Its portfolio is diversified across sectors, with notable allocations in industrials, health care, and information technology. The fund typically holds around 98 to 110 stocks, with over 99% of its assets in equities and a small portion in foreign equities. The Hartford Small Company Fund Class R6 is categorized in the small-growth segment, emphasizing companies in emerging industries or early growth stages, which can lead to greater return potential but also higher volatility. With an active share of approximately 80% and a turnover rate in the 40% range, the fund distinguishes itself through its dynamic approach to identifying rising market leaders. Its expense ratio is below the category average, providing a cost-efficient option for exposure to small-cap growth equities.
Performance
IHSVX had a total return of 6.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.16%.
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
27.34% of assets| Name | Symbol | Weight |
|---|---|---|
| iShares Russell 2000 Growth ETF | IWO | 4.91% |
| Applied Industrial Technologies, Inc. | AIT | 3.71% |
| ExlService Holdings, Inc. | EXLS | 2.91% |
| The AZEK Company Inc. | AZEK | 2.73% |
| Verra Mobility Corporation | VRRM | 2.43% |
| CyberArk Software Ltd. | CYBR | 2.39% |
| Casella Waste Systems, Inc. | CWST | 2.16% |
| Cabot Corporation | CBT | 2.15% |
| AvePoint, Inc. | AVPT | 2.04% |
| Champion Homes, Inc. | SKY | 1.91% |