Hartford Schroders US Small Cap Opportunities Fund Class A (SCUVX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
28.96
+0.28 (0.98%)
Feb 17, 2026, 8:07 AM EST
Fund Assets177.08M
Expense Ratio1.35%
Min. Investment$2,000
Turnover44.00%
Dividend (ttm)3.86
Dividend Yield12.59%
Dividend Growth94.76%
Payout FrequencyAnnual
Ex-Dividend DateDec 11, 2025
Previous Close28.68
YTD Return3.06%
1-Year Return4.03%
5-Year Return16.42%
52-Week Low21.89
52-Week High30.83
Beta (5Y)n/a
Holdings83
Inception DateMay 15, 2006

About SCUVX

The Hartford Schroders US Small Cap Opportunities Fund Class A is a mutual fund focused on seeking capital appreciation by investing primarily in equity securities of small-capitalization companies based in the United States. Its portfolio is actively managed and diversifies across approximately 80 holdings, targeting businesses with growth potential, limited downside volatility, and differentiated growth profiles. The fund leverages the expertise of Schroders, a global investment manager with over two centuries of experience, to identify compelling opportunities among smaller firms that have yet to achieve full market scale. The strategy is designed to balance potential for significant capital growth with risk management, aiming to outperform through a disciplined investment process. Sector exposures typically include technology, healthcare, financial services, and consumer cyclicals, capturing the dynamism of the small-cap segment. The fund plays a significant role in providing investors with access to the growth potential and diversification benefits inherent in the U.S. small-cap equity market.

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

Performance

SCUVX had a total return of 4.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 15.08%.

Equivalent Funds

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

SymbolProviderNameExpense Ratio
SWSSXSchwabSchwab Small Cap Index Fund0.04%
FSSNXFidelityFidelity Small Cap Index Fund0.03%
FSCRXFidelityFidelity Small Cap Discovery Fund1.03%
FSSLXFidelityFidelity Series Small Cap Core0.01%
FLXSXFidelityFidelity Flex Small Cap Index Fundn/a

Other Share Classes

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

SymbolShare ClassExpense Ratio
SCURXClass Sdr0.95%
HOOFXClass F0.95%
HOOYXClass Y1.05%
HOOTXClass R51.05%

Top 10 Holdings

21.22% of assets
NameSymbolWeight
Usdn/a3.01%
ICU Medical, Inc.ICUI2.74%
Viavi Solutions Inc.VIAV2.49%
LiveRamp Holdings, Inc.RAMP2.03%
Cavco Industries, Inc.CVCO1.93%
Hexcel CorporationHXL1.91%
Moog Inc.MOG.A1.89%
McGrath RentCorpMGRC1.78%
First BancorpFBNC1.76%
Repligen CorporationRGEN1.67%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 11, 2025$3.85856Dec 12, 2025
Dec 11, 2024$1.98116Dec 12, 2024
Dec 12, 2022$0.22257Dec 13, 2022
Jun 28, 2022$0.03697Jun 29, 2022
Dec 10, 2021$3.65401Dec 13, 2021
Dec 27, 2019$0.01804Dec 30, 2019
Full Dividend History