Hartford Small Company R3 (IHSRX)
17.77
+0.04 (+0.23%)
USD |
Jun 27 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.57% | 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 | -34.12% | 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
1 Month
% Rank:
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Category High
1 Year
% Rank:
44
-19.88M
-2.638B
Category Low
1.066B
Category High
3 Months
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3 Years
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of May 31, 2022
Performance Versus Category
As of June 27, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of June 27, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Applied Industrial Technologies Inc | 2.98% | 94.70 | -2.24% |
| Inspire Medical Systems Inc | 2.17% | 188.42 | -6.21% |
| Rapid7 Inc | 1.97% | 68.38 | -2.91% |
| Chesapeake Energy Corp Ordinary Shares - New | 1.93% | 88.69 | 4.10% |
| Jamf Holding Corp Ordinary Shares | 1.90% | 25.78 | -2.86% |
| II-VI Inc | 1.83% | 53.29 | -5.03% |
| Calix Inc | 1.83% | 34.94 | -3.93% |
| Five9 Inc | 1.78% | 93.35 | -6.85% |
| CarGurus Inc Class A | 1.77% | 22.64 | -3.82% |
| Cabot Corp | 1.76% | 64.73 | -1.55% |
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
Fund Details
| Key Dates | |
| Inception Date | 12/22/2006 |
| Last Annual Report Date | 10/31/2021 |
| Last Prospectus Date | 3/1/2022 |
| Share Classes | |
| HSCYX | Inst |
| HSMCX | C |
| IHSAX | A |
| IHSFX | Other |
| IHSIX | Inst |
| 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 |