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Hartford Small Cap Growth Fund Class Y HSLYX

NAVChangeNet Expense RatioYTD Return
YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains.
$46.23-0.02 (-0.04%)0.93%-9.85%
Quote data as of close 06/30/2025As of 05/31/2025

Regional Holdingsas of 05/31/2025

  0%
99.5%
North America
0.5%
Europe
0.0%
Latin America
0.0%
Asia
0.0%
Africa
0.0%
South Pacific
Regional Holdings is calculated only using the long position holdings of the portfolio.
Portfolio Overview
Total Assets$277.4M
Total Holdings154
Total Holdings (Long)154
Total Holdings (Short)--
Portfolio Turnover68%
HSLYX has a Diversified Portfolio

Holdings Details

27.5% Category Average
13.6% Top Ten Holdings
Top 10 Holdings as of 05/31/2025
Symbol
Description
% of Net Assets
ENSGEnsign Group Inc
Health Care
  • 1.75%
  •  
FTAIFTAI Aviation Ltd
Industrials
  • 1.55%
  •  
HQYHealthEquity Inc
Health Care
  • 1.48%
  •  
CWSTCasella Waste Systems Inc Clas...
Industrials
  • 1.40%
  •  
SPXCSPX Technologies Inc
Industrials
  • 1.34%
  •  
VRRMVerra Mobility Corp Class A
Industrials
  • 1.31%
  •  
MOG/AMoog Inc Class A
Industrials
  • 1.24%
  •  
CLHClean Harbors Inc
Industrials
  • 1.18%
  •  
FLRFluor Corp
Industrials
  • 1.18%
  •  
INSMInsmed Inc
Health Care
  • 1.15%
  •  
% of portfolio in top 10 holdings: 13.58%
Country Breakdown as of 05/31/2025
Country
% of Assets
United States
99.51% 
 
United Kingdom
0.49% 
 
% of portfolio in top 2 countries: 100.00%
Country Breakdown is calculated only using the long position holdings of the portfolio.
Portfolio Breakdown as of 05/31/2025
Asset Breakdown Chart
 %Long%Short%Net
Domestic Stock
98.880.0098.88
Foreign Stock
0.490.000.49
Cash
0.630.000.63
Non-U.S. assets may include holdings that do not include a country identifier.
Market Capitalization
Pie Graph
Small Cap
76.0%
Micro Cap
17.1%
Mid Cap
6.9%

Avg. Market Cap: $5,014.99M
Market Capitalization is calculated only using the long position holdings of the portfolio.
Sector Weightings – Stocks
Pie Graph
Industrials
26.4%
Health Care
23.7%
Information Tech
18.2%
Consumer Disc
10.2%
Financials
7.5%
Consumer Staples
4.8%
Materials
3.4%
Energy
2.2%
Real Estate
1.6%
Comm Services
1.3%
Utilities
0.7%

Sector Breakdown is calculated only using the long position holdings of the portfolio.
Sector Weightings – Fixed Income
Pie Graph
Cash & Equivalents
100.0%

Sector Breakdown is calculated only using the long position holdings of the portfolio.
 
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Small-cap funds are subject to greater volatility than those in other asset categories.

An underlying strategy’s investments in growth stocks can be volatile. Growth companies usually invest a high portion of earnings in their businesses and may lack the dividends of value stocks that may cushion declining stock prices in a falling market. The prices of growth stocks are based largely on projections of the issuer’s future earnings and revenues. If a company’s earnings or revenues fall short of expectations, its stock price may fall dramatically. Growth stocks may also be more expensive relative to their earnings or assets compared to value or other stocks.

  • Investors should consider carefully information contained in the prospectus, including investment objectives, risks, charges and expenses. You can view, download, and print a prospectus by selecting the "View Prospectus" link at the top of the page. If there are remaining questions, please call 1-800-435-4000. Please read the prospectus carefully before investing.
  • Morningstar proprietary ratings reflect historical risk-adjusted performance. For each fund with at least a 3-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar risk-adjusted return measure that accounts for variation in a fund’s monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. (Each share class is counted as a fraction of 1 fund within this scale and rated separately, which may cause slight variations in the distribution percentages). The top 10% of the funds in an investment category receive 5 stars, 22.5% receive 4 stars, 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star.
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(1024-43GF)