Hartford Schroders US Small Cap Opps A (SCUVX)
26.10
+0.26 (+1.01%)
USD |
May 23 2022
Returns Chart
Key Stats
Customize
| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.35% | 307.78M | 0.00% | 56.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| 17.40M | -9.53% | 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 |
| 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 | |
| Robert Kaynor | 4.31 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
26
17.40M
-2.135B
Category Low
4.490B
Category High
3 Months
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3 Years
% Rank:
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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 April 30, 2022
Performance Versus Category
As of May 23, 2022. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 23, 2022.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Morgan Stanley InstlLqdty TrsSecs Instl | 5.67% | 1.00 | 0.00% |
| ICU Medical Inc | 1.87% | 178.74 | -1.07% |
| Envista Holdings Corp Ordinary Shares | 1.81% | 41.79 | -1.39% |
| Terminix Global Holdings Inc | 1.80% | 42.28 | -1.33% |
| Darling Ingredients Inc | 1.74% | 74.65 | -5.82% |
| WNS (Holdings) Ltd ADR | 1.49% | 71.40 | -1.52% |
| ASGN Inc | 1.49% | 100.31 | 1.85% |
| Compass Diversified Holdings | 1.43% | 21.33 | -3.31% |
| Science Applications International Corp | 1.40% | 83.44 | 0.97% |
| Univar Solutions Inc | 1.37% | 28.72 | -0.38% |
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 |
| 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 | |
| Robert Kaynor | 4.31 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (5-23-22) | 0.00% |
| 30-Day SEC Yield (9-30-16) | Upgrade |
| 7-Day SEC Yield (10-21-16) | Upgrade |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 20.05 |
| 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 March 31, 2022
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 5/15/2006 |
| Last Annual Report Date | 10/31/2021 |
| Last Prospectus Date | 3/1/2022 |
| Share Classes | |
| HOOCX | C |
| HOOFX | Other |
| HOORX | Retirement |
| HOOSX | Retirement |
| HOOTX | Other |
| HOOYX | Inst |
| SCUIX | Inv |
| SCURX | 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 |