The Hartford Small Fund Quote
| HSMCX Fund | USD 18.94 0.09 0.47% |
Performance5 of 100
| Odds Of DistressLess than 21
|
The Hartford is trading at 18.94 as of the 1st of February 2025; that is 0.47 percent decrease since the beginning of the trading day. The fund's open price was 19.03. The Hartford has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 5th of August 2024 and ending today, the 1st of February 2025. 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
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Growth Funds, Small Growth, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Small [HSMCX] is traded in USA and was established 1st of February 2025. 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. This fund currently has accumulated 640.37 M in assets under management (AUM) with minimum initial investment of 2 K. Hartford Small is currently producing year-to-date (YTD) return of 4.71%, while the total return for the last 3 years was 1.96%.
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
| KNX | Knight Transportation | Stock | Industrials | |
| FND | Floor Decor Holdings | Stock | Consumer Discretionary | |
| PRFT | Perficient | Stock | Information Technology | |
| COR | Cencora | Stock | Health Care | |
| BUFF | Innovator Laddered Allocation | Etf | Defined Outcome | |
| VRNS | Varonis Systems | Stock | Information Technology | |
| FIVE | Five Below | Stock | Consumer Discretionary | |
| AIMC | Altra Industrial Motion | Stock | Industrials |
Hartford Small Risk Profiles
| Mean Deviation | 0.9339 | |||
| Semi Deviation | 1.26 | |||
| Standard Deviation | 1.26 | |||
| Variance | 1.59 |
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.
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges | |
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Fundamentals Comparison Compare fundamentals across multiple equities to find investing opportunities | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |