Nasdaq - Delayed Quote USD

Hartford Small Cap Growth HLS IB (HBSGX)

24.99
+0.28
+(1.13%)
At close: 8:04:19 PM EDT

Top 10 Holdings (13.11% of Total Assets)

SymbolCompany% Assets
The Ensign Group, Inc. 1.58%
iShares Russell 2000 Growth ETF 1.53%
Casella Waste Systems, Inc. 1.47%
FTAI Aviation Ltd. 1.38%
HealthEquity, Inc. 1.29%
Cabot Corporation 1.20%
Mr. Cooper Group Inc. 1.19%
CBIZ, Inc. 1.18%
Verra Mobility Corporation 1.17%
Moog Inc. 1.13%

Sector Weightings

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

Overall Portfolio Composition (%)

Cash 0.33%
Stocks 99.67%
Bonds 0.00%
Others 0.00%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 0.00%
AAA --
AA --
A --
BBB --
BB --
B --
Below B --
Other --

Equity Holdings

Average HBSGX Category Average
Price/Earnings 0.05 34.63
Price/Book 0.29 5.39
Price/Sales 0.49 3.86
Price/Cashflow 0.07 22.99
Median Market Cap 4,634.75 5,964.6
3 Year Earnings Growth 9.44 15.48

Bond Holdings

Performance & Risk

YTD Return -9.23%
5y Average Return 7.54%
Rank in Category (ytd) 83
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.15
Morningstar Risk Rating

Fund Overview

Category Small Growth
Fund Family Hartford Mutual Funds
Net Assets 481.84M
YTD Return -14.21%
Yield 0.11%
Morningstar Rating
Inception Date May 01, 2002

Fund Summary

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.

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