Hartford Schroders Small Fund Quote
| SCUIX Fund | USD 32.38 0.04 0.12% |
Performance2 of 100
| Odds Of DistressLess than 22
|
Hartford Schroders is trading at 32.38 as of the 1st of February 2025; that is 0.12 percent decrease since the beginning of the trading day. The fund's open price was 32.42. Hartford Schroders has about a 22 % 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.
Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies, although it may also invest in micro-capitalization, mid-capitalization and large-capitalization companies. It normally invests at least 80 percent of its assets in securities of small capitalization companies located in the United States. More on Hartford Schroders Small
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Blend Funds, Small Blend, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Hartford Schroders Small [SCUIX] is traded in USA and was established 1st of February 2025. Hartford Schroders is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Small Blend category and is part of Hartford Mutual Funds family. This fund at this time has accumulated 294.87 M in assets with no minimum investment requirementsHartford Schroders Small is currently producing year-to-date (YTD) return of 4.36%, while the total return for the last 3 years was 4.51%.
Check Hartford Schroders 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 Hartford Schroders 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 Hartford Schroders Small Mutual Fund Constituents
| VMI | Valmont Industries | Stock | Industrials | |
| PLMR | Palomar Holdings | Stock | Financials | |
| ENTG | Entegris | Stock | Information Technology | |
| FRME | First Merchants | Stock | Financials | |
| RGA | Reinsurance Group of | Stock | Financials | |
| CVCO | Cavco Industries | Stock | Consumer Discretionary | |
| SERV | Serve Robotics Common | Stock | Consumer Discretionary | |
| OXM | Oxford Industries | Stock | Consumer Discretionary |
Hartford Schroders Small Risk Profiles
| Mean Deviation | 0.8825 | |||
| Semi Deviation | 1.25 | |||
| Standard Deviation | 1.37 | |||
| Variance | 1.88 |
Hartford Schroders Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Schroders 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 Schroders security.
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