Hartford SmallCap Growth HLS IA
(HISCX)
+0.06
+0.20%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 30.36 |
| Category | Small Growth |
| Net Assets | 408.86 Mil |
| Yield | 0.00% |
| Morningstar Risk | Above Average |
| Morningstar Return | High |
- Last NAV update 5/20/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term capital appreciation. The fund seeks its goal by investing primarily in common stocks of small capitalization companies that the fund's sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes have superior growth potential. It invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 35.39% | 36.56% | 1.42% | 17.40% | 19.56% |
| Value ($) | 13,539.00 | 18,488.86 | 18,751.40 | 22,014.14 | 26,320.11 |
- Year to date performance as of 5/19/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | Hartford Mutual Funds |
| Fund Manager | Mammen Chally |
| Tenure (Years) | 4 |
| Fund Status | Open |
| Minimum Initial Purchase | 0.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.67% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 9.23% |
| 3 Months | 10.71% |
| 1 Year | 36.61% |
| 3 Years* | 23.59% |
| 5 Years* | 11.25% |
- * Annualized returns
- Performance as of 5/19/2013 8:00 PM ET
| HISCX | Small Growth | |
|---|---|---|
| 5-Yr Return | 11.25% | 6.80% |
| Sharpe Ratio | 0.90 | 0.65 |
| Net Assets | 408.86 Mil | 218.15 Mil |
| Avg Market Cap | 1.37 Bil | 1.73 Bil |
| Avg P/E | 18.84 | 19.73 |
| Portfolio Turnover | 85 | 69 |
| Symbol | Value ($) |
|---|---|
| Stocks | 98.94% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 1.06% |
| NAME | % NET ASSETS |
|---|---|
| WEX Inc | 0.99% |
| WEX Inc | 0.99% |
| Cubist Pharmaceuticals, Inc. | 0.93% |
| Deluxe Corporation | 0.90% |
| j2 Global Inc | 0.89% |
| Medicines | 0.86% |
| Tenneco Inc | 0.84% |
| ICU Medical, Inc. | 0.79% |
| Tyler Technologies, Inc. | 0.77% |
| Altra Holdings, Inc. | 0.77% |
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