fundvisualizer.com

Hartford Small Cap Growth YHSLYX

Performance (before sales charge)

As of 02/28/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 01/31/2023
Stock
99.06%
Non-U.S. Stock
0.01%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
0.93%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 01/31/2023

Basic materials

4.39%

Consumer cyclical

12.53%

Financial services

4.46%

Real estate

2.34%

Consumer defensive

5.60%

Health care

21.38%

Utilities

0.00%

Communication services

1.00%

Energy

6.18%

Industrials

17.43%

Technology

23.29%

Top 10 holdings

As of 01/31/2023

Applied Industrial Technologies Inc
1.80%
Crocs Inc
1.72%
Texas Roadhouse Inc
1.63%
Wingstop Inc
1.61%
WillScot Mobile Mini Holdings Corp
1.41%
Fabrinet
1.34%
Haemonetics Corp
1.27%
Verra Mobility Corp Class A
1.23%
Livent Corp
1.20%
Zurn Elkay Water Solutions Corp
1.18%
Fund assets

$459.97 Million

Share class

Inst

Morningstar category

Small Growth

Expense ratio

0.87%

Investment objective

Small Company

Documents