Hartford Schroders US Small Cap Opps C (HOOCX)
25.76
+0.26
(+1.02%)
USD |
Mar 29 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 2.10% | 286.30M | 0.00% | 38.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -15.34M | -11.82% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | SCUIX |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Hartford Mutual Funds |
| Prospectus Benchmark Index | |
| Russell 2000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Joanna Wald | 9.17 yrs |
| Robert Kaynor | 5.14 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
--
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Category Low
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Category High
1 Year
% Rank:
49
-15.34M
-3.126B
Category Low
3.556B
Category High
3 Months
% Rank:
--
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Category Low
--
Category High
3 Years
% Rank:
--
--
Category Low
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Category High
6 Months
% Rank:
--
--
Category Low
--
Category High
5 Years
% Rank:
--
--
Category Low
--
Category High
YTD
% Rank:
--
--
Category Low
--
Category High
10 Years
% Rank:
--
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Category Low
--
Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 29, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 29, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Morgan Stanley InstlLqdty TrsSecs Instl | 3.22% | 1.00 | 0.00% |
| ICU Medical Inc | 2.35% | 164.04 | -0.07% |
| Hexcel Corp | 1.90% | 68.04 | -1.65% |
| Kemper Corp | 1.70% | 53.94 | -0.90% |
| Balchem Corp | 1.69% | 124.74 | -0.34% |
| WNS (Holdings) Ltd ADR | 1.61% | 92.54 | 1.68% |
| MACOM Technology Solutions Holdings Inc | 1.61% | 69.57 | 0.14% |
| Cavco Industries Inc | 1.53% | 309.86 | 1.60% |
| Valmont Industries Inc | 1.45% | 316.80 | -0.06% |
| Box Inc Class A | 1.45% | 26.00 | -0.34% |
Basic Info
| Investment Strategy | |
| The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The fund may invest in common and preferred stocks, as well as in over-the-counter securities. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | SCUIX |
| Equity Style | Small Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Category Name | Small Blend |
| Category Index | Russell 2000 TR USD |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| Prospectus Objective | Growth |
| Fund Owner Firm Name | Hartford Mutual Funds |
| Prospectus Benchmark Index | |
| Russell 2000 TR USD | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| Joanna Wald | 9.17 yrs |
| Robert Kaynor | 5.14 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-29-23) | 0.00% |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 17.94 |
| Weighted Average Price to Sales Ratio | Upgrade |
| Weighted Average Price to Book Ratio | Upgrade |
| Weighted Median ROE | Upgrade |
| Weighted Median ROA | Upgrade |
| Forecasted Dividend Yield | Upgrade |
| Forecasted PE Ratio | Upgrade |
| Forecasted Price to Sales Ratio | Upgrade |
| Forecasted Price to Book Ratio | Upgrade |
As of February 28, 2023
Fund Details
| Key Dates | |
| Inception Date | 10/24/2016 |
| Last Annual Report Date | 10/31/2022 |
| Last Prospectus Date | 3/1/2023 |
| Share Classes | |
| HOOFX | Other |
| HOORX | Retirement |
| HOOSX | Retirement |
| HOOTX | Other |
| HOOYX | Inst |
| SCUIX | Inv |
| SCURX | Retirement |
| SCUVX | A |
| Attributes | |
| Index Fund | No |
| Inverse Fund | No |
| Leveraged Fund | No |
| Fund of Funds | No |
| Currency Hedged Fund | No |
| Synthetic Replication Fund | No |
| Has Dividend Investment Plan | No |
| Socially Responsible Fund | No |