Hartford Small Company Fund C (HSMCX)
17.01
-0.12
(-0.70%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term growth of capital by investing primarily in equity securities selected on the basis of potential for capital appreciation. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Small-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Small-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Small-Cap Funds |
| Fund Owner Firm Name | Hartford Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
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Peer Group High
1 Year
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Peer Group High
3 Months
% Rank:
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Peer Group High
3 Years
% Rank:
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Peer Group Low
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Peer Group High
6 Months
% Rank:
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Peer Group High
5 Years
% Rank:
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YTD
% Rank:
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Peer Group High
10 Years
% Rank:
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Peer Group High
Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of January 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.17% |
| Stock | 99.83% |
| Bond | 0.00% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.00% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Applied Industrial Technologies Inc | 3.34% | 229.70 | -0.07% |
| ExlService Holdings Inc | 2.54% | 47.03 | 0.23% |
| Verra Mobility Corp | 2.48% | 22.03 | -2.39% |
| The AZEK Co Inc | 2.38% | 45.05 | 1.37% |
| CyberArk Software Ltd | 2.12% | 350.16 | -1.16% |
| PROCEPT BioRobotics Corp | 2.04% | 63.84 | -1.75% |
| Cabot Corp | 2.00% | 81.79 | 0.69% |
| AvePoint Inc | 1.97% | 14.97 | 0.88% |
| Hims & Hers Health Inc | 1.90% | 40.05 | -1.09% |
| Zurn Elkay Water Solutions Corp | 1.82% | 34.10 | 0.83% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 1.00% |
| Actual Management Fee | 0.81% |
| Administration Fee | -- |
| Maximum Front Load | 0.00% |
| Maximum Deferred Load | 1.00% |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 2000.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks long-term growth of capital by investing primarily in equity securities selected on the basis of potential for capital appreciation. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | US Equity |
| Broad Category | Equity |
| Global Peer Group | Equity US Sm&Mid Cap |
| Peer Group | Small-Cap Growth Funds |
| Global Macro | Equity North America |
| US Macro | Small-Cap Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Small-Cap Funds |
| Fund Owner Firm Name | Hartford Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
Growth Metrics
| EPS Growth (1Y) | 16.74% |
| EPS Growth (3Y) | 21.88% |
| EPS Growth (5Y) | 21.69% |
| Sales Growth (1Y) | 13.84% |
| Sales Growth (3Y) | 21.67% |
| Sales Growth (5Y) | 16.26% |
| Sales per Share Growth (1Y) | 10.57% |
| Sales per Share Growth (3Y) | 20.33% |
| Operating Cash Flow - Growth Ratge (3Y) | 13.98% |
As of January 31, 2025
Fund Details
| Key Dates | |
| Inception Date | 7/22/1996 |
| Last Annual Report Date | 10/31/2024 |
| Last Prospectus Date | 3/1/2024 |
| Share Classes | |
| HSCYX | Inst |
| IHSAX | A |
| IHSFX | F |
| IHSIX | Inst |
| IHSRX | Retirement |
| IHSSX | Retirement |
| IHSUX | Retirement |
| IHSVX | Retirement |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds | No |
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:HSMCX", "name") |
| Broad Asset Class: =YCI("M:HSMCX", "broad_asset_class") |
| Broad Category: =YCI("M:HSMCX", "broad_category_group") |
| Prospectus Objective: =YCI("M:HSMCX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |