The Hartford Small Fund Quote
| HSCYX Fund | USD 31.39 0.11 0.35% |
Performance9 of 100
| Odds Of DistressLess than 19
|
The Hartford is trading at 31.39 as of the 28th of November 2024; that is 0.35% down since the beginning of the trading day. The fund's open price was 31.5. The Hartford has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for The Hartford Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
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 percent 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 SP SmallCap 600 Indices. More on The Hartford Small
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Thematic Idea | Small Growth Funds (View all Themes) |
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Growth Funds, Small Growth Funds, Small Growth, Hartford Mutual Funds, Large, Small Growth (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Small [HSCYX] is traded in USA and was established 28th of November 2024. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Hartford Mutual Funds family. The entity is thematically classified as Small Growth Funds. This fund currently has accumulated 640.37 M in assets under management (AUM) with no minimum investment requirementsHartford Small is currently producing year-to-date (YTD) return of 21.25%, while the total return for the last 3 years was -0.78%.
Check The Hartford Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on The Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding The Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as The Hartford Small Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top The Hartford Small Mutual Fund Constituents
| FLR | Fluor | Stock | Industrials | |
| PENN | Penn National Gaming | Stock | Consumer Discretionary | |
| FICO | Fair Isaac | Stock | Information Technology | |
| EXAS | EXACT Sciences | Stock | Health Care | |
| HUBS | HubSpot | Stock | Information Technology | |
| RCM | R1 RCM Inc | Stock | Health Care | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| VRRM | Verra Mobility Corp | Stock | Information Technology |
Hartford Small Risk Profiles
| Mean Deviation | 0.8865 | |||
| Semi Deviation | 0.9943 | |||
| Standard Deviation | 1.18 | |||
| Variance | 1.38 |
The Hartford Against Markets
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in The with respect to the benefits of owning The Hartford security.
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