Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX)
| Fund Assets | 179.45M |
| Expense Ratio | 0.95% |
| Min. Investment | $5,000,000 |
| Turnover | 44.00% |
| Dividend (ttm) | 3.86 |
| Dividend Yield | 12.93% |
| Dividend Growth | 94.76% |
| Payout Frequency | Annual |
| Ex-Dividend Date | Dec 11, 2025 |
| Previous Close | 29.85 |
| YTD Return | 2.95% |
| 1-Year Return | 16.55% |
| 5-Year Return | 18.23% |
| 52-Week Low | 25.42 |
| 52-Week High | 33.78 |
| Beta (5Y) | n/a |
| Holdings | 85 |
| 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.
Performance
SCURX had a total return of 16.55% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.01%.
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 | 0.08% |
Top 10 Holdings
20.91% of assets| Name | Symbol | Weight |
|---|---|---|
| ICU Medical, Inc. | ICUI | 2.76% |
| Viavi Solutions Inc. | VIAV | 2.61% |
| Moog Inc. | MOG.A | 2.18% |
| Usd | n/a | 2.17% |
| First Bancorp | FBNC | 2.09% |
| Hexcel Corporation | HXL | 2.01% |
| Novanta Inc. | NOVT | 1.85% |
| McGrath RentCorp | MGRC | 1.81% |
| MACOM Technology Solutions Holdings, Inc. | MTSI | 1.72% |
| Perella Weinberg Partners | PWP | 1.71% |
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 |