Hartford Small Company R6 (IHSVX)

Fund Assets	600.66M
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	29.42
YTD Return	0.68%
1-Year Return	6.71%
5-Year Return	20.93%
52-Week Low	23.31
52-Week High	31.89
Beta (5Y)	n/a
Holdings	103
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.

• Fund Family: Hartford Mutual Funds
• Category: Small Growth
• Stock Exchange: NASDAQ
• Ticker Symbol: IHSVX
• Share Class: Class R6
• Index: Russell 2000 Growth TR

Performance

IHSVX had a total return of 6.71% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.25%.

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	0.05%
FCIGX	Fidelity	Fidelity Advisor Small Cap Growth I	1.07%
FCPGX	Fidelity	Fidelity Small Cap Growth	1.05%
FCTGX	Fidelity	Fidelity Advisor Small Cap Growth M	1.58%
FCCGX	Fidelity	Fidelity Small Cap Growth Fund	2.08%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
IHSFX	Class F	0.88%
IHSIX	Class I	0.98%
HSCYX	Class Y	0.99%
IHSUX	Class R5	1.00%

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%