Morningstar

The Hartford Small Company Fund Class C HSMCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 21.57  /  +0.79 %
  • Total Assets 641.5M
  • Adj. Expense Ratio
    2.130%
  • Expense Ratio 2.130%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 71%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HSMCX

Will HSMCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HSMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HSMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HSMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford Small Company C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HSMCX

More HSMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell 2000 Growth ETF

2.71 18M
—

Xometry Inc Ordinary Shares - Class A

2.53 17M
Industrials

American Healthcare REIT Inc Ordinary Shares

2.15 15M
Real Estate

Zurn Elkay Water Solutions Corp

2.07 14M
Industrials

Chord Energy Corp Ordinary Shares - New

1.95 13M
Energy

Amplitude Inc Class A

1.83 12M
Technology

The Vita Coco Co Inc

1.83 12M
Consumer Defensive

SiriusPoint Ltd

1.80 12M
Financial Services

Applied Industrial Technologies Inc

1.77 12M
Industrials

Life Time Group Holdings Inc

1.74 12M
Consumer Cyclical

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