The Hartford Small Fund Quote
| IHSAX Fund | USD 19.95 0.13 0.65% |
PerformanceSolid
| Odds Of DistressLow
|
The Hartford is trading at 19.95 as of the 20th of July 2025; that is 0.65% down since the beginning of the trading day. The fund's open price was 20.08. The Hartford has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 21st of April 2025 and ending today, the 20th of July 2025. Click here to learn more.
The fund seeks its investment objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. It invests at least 80 percent of its assets in common stocks of small capitalization companies. The sub-adviser defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and SP SmallCap 600 Indices. More on The Hartford Small
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Growth Funds, Small Growth, Hartford Mutual Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Small [IHSAX] is traded in USA and was established 20th of July 2025. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Small Growth category and is part of Hartford Mutual Funds family. This fund currently has accumulated 640.37 M in assets under management (AUM) with no minimum investment requirementsHartford Small is currently producing year-to-date (YTD) return of 0.25%, while the total return for the last 3 years was 9.02%.
Check The Hartford 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 The 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 The 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 The Hartford Small 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 The Hartford Small Mutual Fund Constituents
| VAC | Marriot Vacations Worldwide | Stock | Consumer Discretionary | |
| TTD | Trade Desk | Stock | Information Technology | |
| AIT | Applied Industrial Technologies | Stock | Industrials | |
| PLNT | Planet Fitness | Stock | Consumer Discretionary | |
| SAM | Boston Beer | Stock | Consumer Staples | |
| HUBS | HubSpot | Stock | Information Technology | |
| HAE | Haemonetics | Stock | Health Care | |
| APPS | Digital Turbine | Stock | Information Technology |
Hartford Small Risk Profiles
| Mean Deviation | 0.8549 | |||
| Semi Deviation | 0.8453 | |||
| Standard Deviation | 1.14 | |||
| Variance | 1.3 |
The Hartford Against Markets
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Hartford security.
| Portfolio Suggestion Get suggestions outside of your existing asset allocation including your own model portfolios | |
| Portfolio Diagnostics Use generated alerts and portfolio events aggregator to diagnose current holdings | |
| Price Exposure Probability Analyze equity upside and downside potential for a given time horizon across multiple markets | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon |