Returns Chart

Key Stats

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Expense Ratio Total Assets Under Management Dividend Yield Turnover Ratio
0.91% 617.73M 0.00% 123.0%
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized All Time Total Returns (Daily) Max Drawdown (All)
-19.88M -33.72% Upgrade Upgrade

Basic Info

Investment Strategy
The investment seeks growth of capital. The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
General
Security Type Mutual Fund
Oldest Share Symbol HSCYX
Equity Style Small Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Growth
Category Index Russell 2000 Growth TR USD
Prospectus Objective Small Company
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Russell 2000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Steven Angeli 22.43 yrs
John Schneider 4.25 yrs
Ranjit Ramachandran 2.26 yrs

Net Fund Flows Versus Category

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: --
-- Category Low
-- Category High
1 Year
% Rank: 44
-19.88M
-2.638B Category Low
1.066B Category High
3 Months
% Rank: --
-- Category Low
-- Category High
3 Years
% Rank: --
-- Category Low
-- 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: --
-- Category Low
-- Category High
As of May 31, 2022

Performance Versus Category

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
--
--
--
--
--
--
--
--
Category Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Cat (NAV)
--
--
--
--
--
--
--
--
As of June 27, 2022. Returns for periods of 1 year and above are annualized.

Annual Total Returns Versus Peers

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Name
2015
2016
2017
2018
2019
2020
2021
YTD
-7.95%
2.26%
25.76%
-3.97%
36.95%
54.39%
1.36%
-30.83%
1.38%
11.96%
21.83%
-4.38%
31.49%
18.40%
28.71%
-17.56%
-3.61%
8.01%
24.86%
-4.09%
34.99%
40.66%
10.60%
-26.82%
-0.86%
12.19%
20.06%
-12.02%
35.85%
32.32%
3.68%
-28.03%
-8.21%
2.04%
26.36%
-4.23%
37.00%
55.52%
1.56%
-30.57%
-0.79%
12.08%
19.76%
-11.89%
35.45%
32.89%
3.76%
-27.98%
As of June 27, 2022.

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (6-27-22) 0.00%
30-Day SEC Yield (12-16-11) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 21.58
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 April 30, 2022

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of April 30, 2022

Asset Allocation

As of April 30, 2022.
Type % Net % Long % Short
Cash 5.16% Upgrade Upgrade
Stock 94.69% Upgrade Upgrade
Bond 0.00% Upgrade Upgrade
Convertible 0.00% Upgrade Upgrade
Preferred 0.00% Upgrade Upgrade
Other 0.15% Upgrade Upgrade

Top 10 Holdings

Name % Weight Price % Change
Applied Industrial Technologies Inc 2.98% 96.87 1.96%
Inspire Medical Systems Inc 2.17% 200.91 1.32%
Rapid7 Inc 1.97% 70.43 -1.94%
Chesapeake Energy Corp Ordinary Shares - New 1.93% 85.20 1.67%
Jamf Holding Corp Ordinary Shares 1.90% 26.54 -3.53%
II-VI Inc 1.83% 56.11 0.70%
Calix Inc 1.83% 36.37 0.64%
Five9 Inc 1.78% 100.21 -0.29%
CarGurus Inc Class A 1.77% 23.54 -0.47%
Cabot Corp 1.76% 65.75 0.94%

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee Upgrade
Administration Fee --
Performance Fee --
Switching Fee --
Transaction Fee --
Maximum Front Load --
Maximum Deferred Load --
Maximum Redemption Fee --
General Availability
Available for Insurance Product No
Available for Retirement Plan No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Open to Existing Investors Yes
Minimum Initial Investment Upgrade
Minimum Subsequent Investment Upgrade

Basic Info

Investment Strategy
The investment seeks growth of capital. The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80% of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.
General
Security Type Mutual Fund
Oldest Share Symbol HSCYX
Equity Style Small Cap/Growth
Fixed Income Style --
Broad Asset Class US Equity
Broad Category Equity
Category Name Small Growth
Category Index Russell 2000 Growth TR USD
Prospectus Objective Small Company
Fund Owner Firm Name Hartford Mutual Funds
Prospectus Benchmark Index
Russell 2000 Growth TR USD 100.0%
Broad Asset Class Benchmark Index
^SPXTR 100.0%
Manager Tenure
Steven Angeli 22.43 yrs
John Schneider 4.25 yrs
Ranjit Ramachandran 2.26 yrs

Fundamentals

General
Distribution Yield Upgrade
Dividend Yield TTM (6-27-22) 0.00%
30-Day SEC Yield (12-16-11) Upgrade
7-Day SEC Yield --
Number of Holdings Upgrade
Stock
Weighted Average PE Ratio 21.58
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 April 30, 2022

Growth Estimates

Forecasted 5 Yr Earnings Growth Upgrade
Forecasted Book Value Growth Upgrade
Forecasted Cash Flow Growth Upgrade
Forecasted Earnings Growth Upgrade
Forecasted Revenue Growth Upgrade
As of April 30, 2022

Fund Details

Key Dates
Inception Date 7/22/1996
Last Annual Report Date 10/31/2021
Last Prospectus Date 3/1/2022
Share Classes
HSMCX C
IHSAX A
IHSFX Other
IHSIX Inst
IHSRX Retirement
IHSSX Retirement
IHSUX Retirement
IHSVX Retirement
Attributes
Enhanced Index Fund No
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

Top Portfolio Holders

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