Hartford Small Cap Fund Quote
| HSMFX Fund | USD 14.32 0.07 0.49% |
Performance10 of 100
| Odds Of DistressLess than 18
|
Hartford Small is trading at 14.32 as of the 2nd of December 2024; that is 0.49 percent increase since the beginning of the trading day. The fund's open price was 14.25. Hartford Small has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a ok performance during the last 90 days. Equity ratings for Hartford Small Cap are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its assets in common stocks of small capitalization companies. The funds sub-adviser primarily invests in securities the advisor believes are undervalued in the marketplace. Based on market or economic conditions, the fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market.. More on Hartford Small Cap
Moving together with Hartford Mutual Fund
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Value Funds, Small Value, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
Hartford Small Cap [HSMFX] is traded in USA and was established 2nd of December 2024. Hartford Small is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Small Value category and is part of Hartford Mutual Funds family. This fund currently has accumulated 112.54 M in assets under management (AUM) with no minimum investment requirementsHartford Small Cap is currently producing year-to-date (YTD) return of 22.32% with the current yeild of 0.02%, while the total return for the last 3 years was 9.04%.
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 Hartford Small Cap 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 Small Cap Mutual Fund Constituents
| KMT | Kennametal | Stock | Industrials | |
| EVTC | Evertec | Stock | Financials | |
| CMP | Compass Minerals International | Stock | Materials | |
| DECK | Deckers Outdoor | Stock | Consumer Discretionary | |
| ENR | Energizer Holdings | Stock | Consumer Staples | |
| RGR | Sturm Ruger | Stock | Consumer Discretionary | |
| QUAD | Quad Graphics | Stock | Industrials | |
| KTB | Kontoor Brands | Stock | Consumer Discretionary |
Hartford Small Top Holders
| HBASX | Hartford Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| HRAFX | The Hartford Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| HBAIX | Hartford Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| HRARX | The Hartford Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| HRASX | The Hartford Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| HBACX | Hartford Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity | |
| HRACX | The Hartford Growth | Mutual Fund | Allocation--70% to 85% Equity | |
| HBATX | Hartford Moderate Allocation | Mutual Fund | Allocation--50% to 70% Equity |
Hartford Small Cap Risk Profiles
| Mean Deviation | 0.945 | |||
| Semi Deviation | 0.8119 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.93 |
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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