Nasdaq - Delayed Quote USD

Hartford Small Company R5 (IHSUX)

28.01 +0.22 (+0.79%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 27.79
  • YTD Return 12.52%
  • Expense Ratio 1.01%
  • Category Small Growth
  • Last Cap Gain -30.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 665.2M
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 48.00%
  • Last Dividend --
  • Inception Date Dec 22, 2006

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.

Hartford Mutual Funds

Fund Family

Small Growth

Fund Category

665.2M

Net Assets

2006-12-22

Inception Date

Performance Overview: IHSUX

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Trailing returns as of 10/31/2024. Category is Small Growth.

YTD Return

IHSUX
12.52%
Category
12.40%
?

1-Year Return

IHSUX
26.57%
Category
55.69%
?

3-Year Return

IHSUX
2.81%
Category
19.34%
?

5-Year Return

IHSUX
9.51%
Category
20.72%
?

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Holdings: IHSUX

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Top 10 Holdings (24.32% of Total Assets)

SymbolCompany% Assets
PRCT
PROCEPT BioRobotics Corporation 3.24%
AIT
Applied Industrial Technologies, Inc. 2.96%
VRRM
Verra Mobility Corporation 2.70%
CBT
Cabot Corporation 2.66%
FLR
Fluor Corporation 2.43%
AZEK
The AZEK Company Inc. 2.25%
CW
Curtiss-Wright Corporation 2.23%
VNOM
Viper Energy, Inc. 2.04%
EXLS
ExlService Holdings, Inc. 1.99%
SKY
Champion Homes, Inc. 1.82%

Sector Weightings

Recent News: IHSUX

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Research Reports: IHSUX

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