IHSRX : The Hartford Small Company Fund Class R3

IHSRX is a US Stocks Market Small Growth with HIGH fees.

IHSRX

The Hartford Small Company Fund Class R3

FI Score

32 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

32% FI Score
  • ihsrx
  • Mutual Fund
  • US Stocks
  • Small Growth

The Hartford Small Company Fund Class R3

Expenses: 1.55% (Better than 0% of similar funds)

This is a bad choice for a Small Growth US Stocks fund. See why ยป

Fund Summary

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.

Largest Holdings

Amount Holding
2.28% Tandem Diabetes Care Inc
2.19% Chegg Inc
2.10% Rexnord Corp
1.79% Omnicell Inc
1.78% Advanced Drainage Systems Inc
1.70% Tower Semiconductor Ltd
1.68% Boston Beer Co Inc Class A
1.67% Curtiss-Wright Corp
1.44% PRA Health Sciences Inc
1.43% Rapid7 Inc
1.38% Carter's Inc
1.35% Five Below Inc
1.34% Five9 Inc
1.33% Insulet Corp
1.31% Novanta Inc
1.29% Trinet Group Inc
1.28% Ollie's Bargain Outlet Holdings Inc
1.27% ITT Inc
1.21% LiveRamp Holdings Inc
1.18% Hannon Armstrong Sustainable Infrastructure Capital Inc
1.10% Bandwidth Inc Class A
1.10% YETI Holdings Inc
1.10% Acceleron Pharma Inc
1.08% Endava PLC ADR
1.08% Cavco Industries Inc

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo