The Hartford Small Fund Quote
| IHSAX Fund | USD 21.26 0.31 1.44% |
Performance6 of 100
| Odds Of DistressLess than 21
|
Hartford Small is trading at 21.26 as of the 24th of November 2024; that is 1.44% down since the beginning of the trading day. The fund's open price was 21.57. Hartford Small 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. Equity ratings for The Hartford Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of August 2023 and ending today, the 24th 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 Hartford Mutual Fund
| 0.89 | HGOFX | Hartford Growth | PairCorr |
| 0.89 | HGOIX | Hartford Growth | PairCorr |
| 0.89 | HGORX | Hartford Growth | PairCorr |
| 0.89 | HGOSX | Hartford Growth | PairCorr |
| 0.85 | HGOTX | Hartford Growth Oppo | PairCorr |
| 0.89 | HGOVX | Hartford Growth | PairCorr |
Moving against Hartford Mutual Fund
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Growth Funds, Small Growth, Hartford Mutual Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Small [IHSAX] is traded in USA and was established 24th of November 2024. Hartford Small 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 no minimum investment requirementsHartford Small is currently producing year-to-date (YTD) return of 13.39%, while the total return for the last 3 years was -5.26%.
Check Hartford Small 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 Hartford 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 Hartford 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
| VRNS | Varonis Systems | Stock | Information Technology | |
| CRI | Carters | Stock | Consumer Discretionary | |
| BCO | Brinks Company | Stock | Industrials | |
| TWOU | 2U Inc | Stock | Information Technology | |
| SYNA | Synaptics Incorporated | Stock | Information Technology | |
| ALXO | Alx Oncology Holdings | Stock | Health Care | |
| ACHC | Acadia Healthcare | Stock | Health Care | |
| MANH | Manhattan Associates | Stock | Information Technology |
Hartford Small Risk Profiles
| Mean Deviation | 0.882 | |||
| Semi Deviation | 1.02 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 |
Hartford Small Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Small financial ratios help investors to determine whether Hartford 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 Hartford with respect to the benefits of owning Hartford Small security.
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