Hartford Schroders US Small Cap Opportunities Fund Class I (SCUIX)

Fund Assets	171.96M
Expense Ratio	1.10%
Min. Investment	$2,000
Turnover	44.00%
Dividend (ttm)	3.86
Dividend Yield	10.97%
Dividend Growth	94.76%
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	34.92
YTD Return	20.79%
1-Year Return	26.86%
5-Year Return	38.58%
52-Week Low	28.47
52-Week High	36.06
Beta (5Y)	0.98
Holdings	80
Inception Date	Aug 5, 1993

About SCUIX

Hartford Schroders US Small Cap Opportunities Fund Class I is a mutual fund focused on achieving capital appreciation by investing primarily in equities of small capitalization U.S. companies. The fund targets businesses with high growth potential, limited downside volatility, and unique, idiosyncratic growth stories, aiming to blend three distinctive company types within its portfolio. Managed by a team at Schroders with decades of experience, the fund leverages in-depth fundamental research and an active management approach. It typically holds a diversified portfolio of around 80–85 stocks across various sectors, with a strong emphasis on uncovering underappreciated opportunities in the small-cap space. The fund aims to provide investors with exposure to dynamic and emerging businesses that may be overlooked by larger funds. Its benchmark is the Russell 2000 Index, reflecting its focus on the U.S. small-cap equity segment. With a high active share and moderate turnover, Hartford Schroders US Small Cap Opportunities Fund Class I plays a significant role for investors seeking long-term growth potential and differentiated performance in the small-cap equity market.

• Fund Family: Hartford Mutual Funds
• Category: Small Blend
• Performance Rating: Below Average
• Risk Rating: Below Average
• Stock Exchange: NASDAQ
• Ticker Symbol: SCUIX
• Share Class: Class I
• Index: Russell 2000 TR

Performance

SCUIX had a total return of 26.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.82%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
SWSSX	Schwab	Schwab Small Cap Index Fund	0.04%
FSSNX	Fidelity	Fidelity Small Cap Index Fund	0.03%
FSCRX	Fidelity	Fidelity Small Cap Discovery Fund	0.66%
FSSLX	Fidelity	Fidelity Series Small Cap Core	0.01%
FLXSX	Fidelity	Fidelity Flex Small Cap Index Fund	n/a

Other Share Classes

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

Symbol	Share Class	Expense Ratio
SCURX	Class Sdr	0.95%
HOOFX	Class F	0.95%
HOOTX	Class R5	1.05%
HOOYX	Class Y	1.05%

Top 10 Holdings

20.94% of assets

Name	Symbol	Weight
Usd	n/a	3.06%
ICU Medical, Inc.	ICUI	2.61%
Commvault Systems, Inc.	CVLT	2.13%
Cavco Industries, Inc.	CVCO	1.95%
Repligen Corporation	RGEN	1.95%
Novanta Inc.	NOVT	1.95%
First Bancorp	FBNC	1.87%
Materion Corporation	MTRN	1.85%
Viavi Solutions Inc.	VIAV	1.83%
First BanCorp.	FBP	1.76%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$3.85856	Dec 12, 2025
Dec 11, 2024	$1.98116	Dec 12, 2024
Dec 27, 2023	$0.02413	Dec 28, 2023
Dec 12, 2022	$0.22257	Dec 13, 2022
Jun 28, 2022	$0.03697	Jun 29, 2022
Dec 10, 2021	$3.65401	Dec 13, 2021

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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