Morningstar

The Hartford Small Company Fund Class R4 IHSSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 30.82  /  +0.78 %
  • Total Assets 641.5M
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • 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 IHSSX

Will IHSSX 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 IHSSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IHSSX 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 IHSSX’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 R4 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IHSSX

More IHSSX 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

Sponsor Center