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Hartford Small Company Fund

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Objective

Seeks growth of capital.

Overview

A small-cap fund with a dual focus on emerging and reemerging growth companies.

More About Small Company Fund 

Performance

Performance (%)
% (as of 11/30/2018)
Average Annual Total Returns % (as of 11/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Small Company  F 8.73 9.57 10.80 7.07 13.59 8.98
Benchmark 2.69 2.81 9.97 8.22 15.55 ---
Morningstar Small Growth Category 6.10 6.35 11.13 8.02 14.77 ---
Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Small Company  F 21.39 28.98 16.87 10.69 10.98 9.60
Benchmark 15.76 21.06 17.98 12.14 12.65 ---
Morningstar Small Growth Category 18.75 24.33 18.18 11.66 11.98 ---
SI = Since Inception. Fund Inception: 07/22/1996
Operating Expenses:   Net  0.91% |  Gross  0.93%
Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects Class I-shares performance and operating expenses, and, prior to 8/31/06 the performance and operating expenses of Class A-shares (excluding sales charges). Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 7/22/96.

Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

Growth of $10,000 (I-Share)

(as of 10/31/2018)
[{"date":"Wed Oct 31 00:00:00 EDT 2018","value":"30997.0"},{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"35659.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"35872.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"33088.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"32995.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"32902.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"30344.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"30438.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"30464.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"30930.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"29399.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"29172.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"28320.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"27693.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"26748.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"26734.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"26282.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"25762.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"25669.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"25043.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"24989.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"24070.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"23431.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"23684.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"21886.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"23298.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"22951.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"22911.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"21539.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"21513.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"21060.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"20820.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"19648.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"20247.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"22978.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"23541.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"23148.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"22397.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"24569.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"26913.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"26394.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"26336.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"25527.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"26336.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"26151.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"24442.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"25031.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"24884.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"24633.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"23368.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"24237.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"23030.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"24498.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"22963.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"22557.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"23648.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"24536.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"23136.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"23474.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"22752.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"21649.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"21520.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"20287.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"20503.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"19417.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"19382.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"18486.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"18529.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"17538.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"17383.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"16331.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"15952.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"15943.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"16400.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"15999.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"15710.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"15758.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"15124.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"16511.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"16559.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"16230.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"15412.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"14169.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"14498.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"14803.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"13050.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"14499.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"16002.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"16737.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"17132.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"17352.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"16624.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"15956.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"15159.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"14833.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"13892.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"13414.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"12845.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"11404.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"12124.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"11586.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"12420.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"13255.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"12898.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"12026.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"11419.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"12026.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"11131.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"10645.0"},{"date":"Wed Sep 30 00:00:00 EDT 2009","value":"11396.0"},{"date":"Mon Aug 31 00:00:00 EDT 2009","value":"10698.0"},{"date":"Fri Jul 31 00:00:00 EDT 2009","value":"10561.0"},{"date":"Tue Jun 30 00:00:00 EDT 2009","value":"9780.0"},{"date":"Sun May 31 00:00:00 EDT 2009","value":"9514.0"},{"date":"Thu Apr 30 00:00:00 EDT 2009","value":"9287.0"},{"date":"Tue Mar 31 00:00:00 EDT 2009","value":"8308.0"},{"date":"Sat Feb 28 00:00:00 EST 2009","value":"7807.0"},{"date":"Sat Jan 31 00:00:00 EST 2009","value":"8589.0"},{"date":"Wed Dec 31 00:00:00 EST 2008","value":"9294.0"},{"date":"Sun Nov 30 00:00:00 EST 2008","value":"8953.0"},{"date":"Fri Oct 31 00:00:00 EDT 2008","value":"10000.0"}]

 
Growth of $10,000

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Calendar Year Returns (%)
Fund Benchmark
2017 25.70 22.17
2016 1.97 11.32
2015 -8.20 -1.38
2014 6.63 5.60
2013 43.74 43.30
2012 15.26 14.59
2011 -4.47 -2.91
2010 23.34 29.09
2009 29.39 34.47
2008 -40.74 -38.54

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Characteristics Holdings are subject to change. Percentages may be rounded.

Statistics
As of Date 10/31/2018
Net Assets $509 million
# of Holdings 119
% in Equities 94
% in Foreign Equities 3
Beta (3 year) 0.98
R Squared (3 year) 0.92
Standard Deviation 15.75%
Turnover (9/30/2018) 107%
Holdings Characteristics
(as of 10/31/2018)
Fund Russell 2000 Growth Index
Price/Earnings 28.3x 29.1x
Price/Book 4.3x 4.5x
EPS Growth Rate 24.5% 18.3%
Return on Equity -2.6% 3.9%
Asset Weighted Market Cap (billions) $3.9 $2.4
Median Market Cap (billions) $3.1 $0.9
Return Characteristics
(as of 10/31/2018)
Fund
Alpha (5 Year) -1.03
Down Capture (5 Year) 98.57
Information Ratio (5 Year) -0.30
Sharpe Ratio (5 Year) 0.50
Up Capture (5 Year) 94.15

Top Ten Holdings (%)

(as of 10/31/2018)
label percentageholding
Insulet Corp. 2.19
Planet Fitness, Inc. 1.82
Omnicell, Inc. 1.77
EnerSys 1.71
HMS Holdings Corp. 1.64
ITT, Inc. 1.63
Exact Sciences Corp. 1.58
Merit Medical Systems, Inc. 1.56
Centennial Resource Development, Inc. 1.52
PRA Health Sciences, Inc. 1.48
Total Portfolio % 16.90
(as of 9/30/2018)
label percentageholding
Insulet Corp. 2.29
Planet Fitness, Inc. 1.74
Ferro Corp. 1.72
ITT, Inc. 1.72
Mimecast Ltd. 1.68
Centennial Resource Development, Inc. 1.68
HMS Holdings Corp. 1.62
EnerSys 1.61
Marriott Vacations Worldwide Corp. 1.57
Omnicell, Inc. 1.57
Total Portfolio % 17.20
Market Cap Distribution %
(as of 10/31/2018)
Less than $2 billion 19
$2 billion - $5 billion 52
$5 billion - $10 billion 26
Greater than $10 billion 2
Not Classified 2
Fund Essentials
Inception Date 07/22/1996
Symbol IHSFX
CUSIP 41664T271
Fund Number 3107
Sector Exposure
Sectors 9/30/2018 Fund 10/31/2018 Benchmark 10/31/2018 UNDERWEIGHT / OVERWEIGHT -5 0 5
Health Care 27 29 26
Overweight 60.0%
Information Technology 21 19 17
Overweight 40.0%
Consumer Discretionary 16 17 15
Overweight 40.0%
Energy 3 3 2
Overweight 20.0%
Financials 8 7 7
Overweight 0.0%
Materials 6 4 4
Overweight 0.0%
Telecommunication Services 2 0 0
Overweight 0.0%
Utilities 0 0 0
Overweight 0.0%
Communication Services 0 3 4
Overweight 20.0%
Consumer Staples 2 2 3
Overweight 20.0%
Real Estate 2 2 3
Overweight 20.0%
Industrials 13 13 18
Overweight 100.0%
Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.

Insights

pdf

The 5-Minute Forecast 4Q18 

Thu Oct 18 11:24:00 EDT 2018
A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.
pdf

Client Conversations: When Will the Good Times End? 

Wed Aug 22 10:00:00 EDT 2018
Congrats, bull market. You’re the longest in US history. But you can’t run forever.
pdf

Top of Mind: Trending Topics for Institutional Investors  

Thu Aug 09 09:30:00 EDT 2018
Investors are wondering how they can adapt to an equity market that may be late in the cycle and invest in real assets given worries about inflation.

Literature

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pdf

Fact Sheet

09/30/2018 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Expanded Commentary

09/30/2018 | pdf

Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

03/01/2018 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Pitchbook

09/30/2018 | pdf

This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.

Semi Annual Report

04/30/2018 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2018 | pdf

An annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.

Annual Report

10/31/2017 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

SAI

03/01/2018 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.  

Important Risks: Investing involves risk, including the possible loss of principal. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Small-cap securities can have greater risks and volatility than large-cap securities. • Foreign investments may be more volatile and less liquid than U.S. investments and are subject to the risk of currency fluctuations and adverse political and economic developments. • The Fund's focus on investments in particular sectors may increase its volatility and risk of loss if adverse developments occur. • Different investment styles may go in and out favor, which may cause a fund to underperform the broader stock market.

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