Nasdaq - Delayed Quote USD

Hartford Small Cap Growth HLS IB (HBSGX)

24.99
+0.28
+(1.13%)
At close: 8:04:19 PM EDT
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  • Previous Close 24.71
  • YTD Return -14.21%
  • Expense Ratio 0.89%
  • Category Small Growth
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 481.84M
  • Beta (5Y Monthly) 1.15
  • Yield 0.11%
  • 5y Average Return --
  • Holdings Turnover 69.00%
  • Last Dividend 0.03
  • Inception Date May 1, 2002

The fund seeks its investment objective 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 advisor defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

Hartford Mutual Funds

Fund Family

Small Growth

Fund Category

481.84M

Net Assets

2002-05-01

Inception Date

Performance Overview: HBSGX

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Trailing returns as of 5/14/2025. Category is Small Growth.

YTD Return

HBSGX
14.21%
Category
12.40%
 

1-Year Return

HBSGX
2.87%
Category
55.69%
 

3-Year Return

HBSGX
2.05%
Category
19.34%
 

5-Year Return

HBSGX
5.65%
Category
20.72%
 

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Holdings: HBSGX

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Sector Weightings

SectorHBSGX
Healthcare   24.17%
Technology   21.68%
Industrials   20.51%
Real Estate   3.07%
Energy   2.39%
Utilities   0.67%

Recent News: HBSGX

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Research Reports: HBSGX

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