Hartford Small Company R6 (IHSVX)

Fund Assets	674.29M
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	38.19
YTD Return	16.07%
1-Year Return	28.67%
5-Year Return	16.53%
52-Week Low	29.96
52-Week High	39.68
Beta (5Y)	1.26
Holdings	123
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
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: NASDAQ
• Ticker Symbol: IHSVX
• Share Class: Class R6
• Index: Russell 2000 Growth TR

Performance

IHSVX had a total return of 28.67% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.96%.

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 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%

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%
HSCYX	Class Y	0.99%
IHSUX	Class R5	1.00%
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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