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Hartford Small Company HLS IA (HIASX)

17.64 -0.08 (-0.45%)
At close: October 25 at 8:01 PM EDT
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DELL
  • Previous Close 17.72
  • YTD Return 12.82%
  • Expense Ratio 0.80%
  • Category Small Growth
  • Last Cap Gain -22.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 443.15M
  • Beta (5Y Monthly) 1.10
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.02
  • Inception Date Apr 1, 1998

The fund seeks its objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. Under normal circumstances, its sub-adviser, Wellington Management Company LLP, invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. The manager defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

Hartford Mutual Funds

Fund Family

Small Growth

Fund Category

443.15M

Net Assets

1998-04-01

Inception Date

Performance Overview: HIASX

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Trailing returns as of 10/25/2024. Category is Small Growth.

YTD Return

HIASX
12.82%
Category
12.40%
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1-Year Return

HIASX
26.94%
Category
55.69%
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3-Year Return

HIASX
2.51%
Category
19.34%
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5-Year Return

HIASX
9.99%
Category
20.72%
?

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Holdings: HIASX

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Top 10 Holdings (23.90% of Total Assets)

SymbolCompany% Assets
PRCT
PROCEPT BioRobotics Corporation 3.23%
AIT
Applied Industrial Technologies, Inc. 2.75%
VRRM
Verra Mobility Corporation 2.70%
FLR
Fluor Corporation 2.58%
CBT
Cabot Corporation 2.53%
CW
Curtiss-Wright Corporation 2.16%
VNOM
Viper Energy, Inc. 2.16%
AZEK
The AZEK Company Inc. 2.07%
EXLS
ExlService Holdings, Inc. 1.92%
SKY
Champion Homes, Inc. 1.81%

Sector Weightings

Recent News: HIASX

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Research Reports: HIASX

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