Hartford Schroders US Small Cap Opps SDR (SCURX)

Fund Assets	165.10M
Expense Ratio	0.978%
Min. Investment	$5,000,000
Turnover	44.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	35.39
YTD Return	21.20%
1-Year Return	24.73%
5-Year Return	34.49%
52-Week Low	28.72
52-Week High	36.41
Beta (5Y)	1.26
Holdings	81
Inception Date	Sep 28, 2015

About SCURX

Hartford Schroders US Small Cap Opportunities Fund Class SDR is a mutual fund specializing in equity investments in U.S. small-cap companies. The fund’s central objective is capital appreciation, aiming to harness the growth potential inherent to smaller firms that have not yet reached full scale or maturity. Its strategy combines investments in three distinct types of companies: those with strong capital growth prospects, those offering limited downside volatility, and those exhibiting unique, idiosyncratic growth drivers. This diversified approach is designed to balance risk and reward within the small-cap segment. The fund is sub-advised by Schroders, leveraging over two centuries of global investment expertise and a research-driven process. Portfolio managers Robert Kaynor and Joanna Wald apply active management to construct a portfolio with high active share and moderate turnover, typically holding around 80 stocks. The fund's holdings span a variety of sectors, with a focus on innovation and potential across industries such as healthcare, technology, and industrials. By targeting small-cap equities, it offers investors exposure to a dynamic segment of the U.S. market often associated with higher growth trajectories and greater market inefficiencies.

• Fund Family: Hartford Mutual Funds
• Category: Small Blend
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SCURX
• Share Class: Class Sdr
• Index: Russell 2000 TR

Performance

SCURX had a total return of 24.73% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.16%.

Equivalent Funds

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

Symbol	Provider	Name	Expense Ratio
VRTIX	Vanguard	Vanguard Russell 2000 Index Fund Institutional Shares	0.07%

Other Share Classes

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

Symbol	Share Class	Expense Ratio
HOOFX	Class F	0.95%
HOOTX	Class R5	1.05%
HOOYX	Class Y	1.05%
SCUIX	Class I	1.10%

Top 10 Holdings

21.00% of assets

Name	Symbol	Weight
Usd	n/a	3.59%
Repligen Corporation	RGEN	2.65%
ICU Medical, Inc.	ICUI	2.33%
Reinsurance Group of America, Incorporated	RGA	1.88%
Cavco Industries, Inc.	CVCO	1.82%
Balchem Corporation	BCPC	1.82%
Novanta Inc.	NOVT	1.80%
Box, Inc.	BOX	1.71%
First Bancorp	FBNC	1.70%
First BanCorp.	FBP	1.69%

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	$0.06844	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:

Nov 3, 2026

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