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

Fund Assets	165.10M
Expense Ratio	1.27%
Min. Investment	$2,000
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	30.67
YTD Return	16.95%
1-Year Return	22.54%
5-Year Return	27.45%
52-Week Low	26.10
52-Week High	33.04
Beta (5Y)	1.26
Holdings	81
Inception Date	May 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: Below 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 22.54% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.19%.

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	0.64%
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

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 12, 2022	$0.22257	Dec 13, 2022
Jun 28, 2022	$0.03697	Jun 29, 2022
Dec 10, 2021	$3.65401	Dec 13, 2021
Dec 27, 2019	$0.01804	Dec 30, 2019

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:

Oct 16, 2026

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