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Morningstar

Hartford Small Cap Growth HLS IA HISCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 23.59  /  0.17 %
  • Total Assets 751.1 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.640%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment 0
  • Status Limited
  • TTM Yield 0.00
  • Turnover 44%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis HISCX

Will HISCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HISCX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the HISCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of HISCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Strength in Hartford Small Cap Growth HLS IA’s People Pillar and Parent Pillar drive this strategy's Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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