Hartford Small Cap Growth R3 (HSLRX)
34.35
-0.67
(-1.91%)
USD |
Mar 17 2023
Key Stats
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.52% | 428.49M | 0.00% | 42.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -138.68M | -17.72% | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"), believes have superior growth potential. Under normal circumstances, the fund 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | HSLYX |
| 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 |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| 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 | |
| Mammen Chally | 13.84 yrs |
| David Siegle | 6.00 yrs |
| Douglas McLane | 6.00 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
70
-138.68M
-1.393B
Category Low
747.16M
Category High
3 Months
% Rank:
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Category Low
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Category High
3 Years
% Rank:
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Category Low
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
--
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Category Low
--
Category High
10 Years
% Rank:
--
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Category Low
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Category High
As of February 28, 2023
Risk
Performance Versus Category
As of March 17, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of March 17, 2023.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Applied Industrial Technologies Inc | 1.80% | 133.99 | 1.33% |
| Crocs Inc | 1.72% | 118.54 | -1.20% |
| Texas Roadhouse Inc | 1.63% | 106.35 | 0.98% |
| Wingstop Inc | 1.61% | 184.24 | 1.12% |
| WillScot Mobile Mini Holdings Corp | 1.41% | 46.17 | 0.70% |
| Fabrinet | 1.34% | 114.48 | 3.21% |
| Haemonetics Corp | 1.27% | 78.05 | 1.88% |
| Verra Mobility Corp Class A | 1.23% | 17.04 | 0.56% |
| Livent Corp | 1.20% | 20.46 | 2.40% |
| Zurn Elkay Water Solutions Corp | 1.18% | 20.84 | 1.49% |
Basic Info
| Investment Strategy | |
| The investment seeks long-term capital appreciation. The fund seeks its investment objective by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company LLP ("Wellington Management"), believes have superior growth potential. Under normal circumstances, the fund 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. |
| General | |
| Security Type | Mutual Fund |
| Oldest Share Symbol | HSLYX |
| 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 |
| Global Category Name | US Equity Small Cap |
| YCharts Categorization | US Small Cap |
| YCharts Benchmark | Russell 2000 Total Return (^RUTTR) |
| 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 | |
| Mammen Chally | 13.84 yrs |
| David Siegle | 6.00 yrs |
| Douglas McLane | 6.00 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (3-17-23) | 0.00% |
| 30-Day SEC Yield (12-16-11) | Upgrade |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 16.56 |
| 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 January 31, 2023
Fund Details
| Key Dates | |
| Inception Date | 12/22/2006 |
| Last Annual Report Date | 10/31/2022 |
| Last Prospectus Date | 3/1/2023 |
| Share Classes | |
| HSLAX | A |
| HSLCX | C |
| HSLFX | Other |
| HSLIX | Inst |
| HSLSX | Retirement |
| HSLTX | Retirement |
| HSLVX | Retirement |
| HSLYX | Inst |
| 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 |