Seeks growth of capital.
A small-cap fund with a dual focus on emerging and reemerging growth companies.
% (as of 4/30/2021)
Average Annual Total Returns % (as of 4/30/2021)
|Hartford Small Company I||5.74||84.33||27.53||24.48||13.75||11.06|
|Morningstar Small Growth Category||11.06||75.67||21.84||20.96||13.36||---|
% (as of 3/31/2021)
Average Annual Total Returns % (as of 3/31/2021)
|Hartford Small Company I||1.91||107.27||25.84||23.85||13.82||10.94|
|Morningstar Small Growth Category||6.93||95.97||20.49||20.46||13.43||---|
Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. 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 4/30/2021)
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|As of Date||3/31/2021|
|Net Assets||$942 million|
|# of Holdings||122|
|% in Equities||97|
|% in Foreign Equities||4|
|Beta (3 year)||1.00|
|R Squared (3 year)||0.96|
|Fund||Russell 2000 Growth Index|
|EPS Growth Rate||22.7%||24.7%|
|Return on Equity||1.3%||-0.9%|
|Asset Weighted Market Cap (billions)||$5.3||$4.2|
|Median Market Cap (billions)||$3.6||$1.3|
|Alpha (5 Year)||5.01|
|Down Capture (5 Year)||86.71|
|Information Ratio (5 Year)||1.14|
|Sharpe Ratio (5 Year)||1.10|
|Up Capture (5 Year)||106.38|
Top Ten Holdings (%)
|Applied Industrial Technologies, Inc.||1.88|
|Tower Semiconductor Ltd.||1.68|
|Ollie's Bargain Outlet Holdings, Inc.||1.66|
|Planet Fitness, Inc.||1.61|
|Wolverine World Wide, Inc.||1.58|
|j2 Global, Inc.||1.57|
|Total Portfolio %||16.97|
|Penn National Gaming, Inc.||1.63|
|Digital Turbine, Inc.||1.51|
|Floor & Decor Holdings, Inc.||1.51|
|Tower Semiconductor Ltd.||1.46|
|Five Below, Inc.||1.45|
|Kodiak Sciences, Inc.||1.42|
|Total Portfolio %||16.65|
|Less than $2 billion||14|
|$2 billion - $5 billion||38|
|$5 billion - $10 billion||37|
|Greater than $10 billion||10|
|Sectors||12/31/2020||Fund 3/31/2021||Benchmark 3/31/2021||UNDERWEIGHT / OVERWEIGHT -5 0 5|
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03/31/2021 | pdf
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
03/31/2021 | pdf
Current quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
03/31/2021 | pdf
This Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
An unaudited six-month record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
A yearly audited record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.