Mutual Funds - Profile

Hartford Schroders US Small Cap Opportunities Fund

US > Small-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in small-size companies in the United States.

The sub-adviser’s investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities that offer the potential for capital appreciation based on novel, superior, or niche products or services; sound operating characteristics; quality of management; an entrepreneurial management team; and opportunities provided by mergers, divestitures, or new management.

Also, the research team integrates environmental, social and governance More

Price

  • Last Close
  • $34.77
    +0.22
  • 52 Week HL
  • $35.38 - $24.24
  • Net Assets
  • $351 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 23, 2021

Company Holding
ASGN, Inc 1.96
Syneos Health, 1.81
Valmont Industries, 1.57
Envista Holdings 1.55
ON Semiconductor 1.47
Company Holding
WNS Holdings 1.43
ICU Medical, 1.39
Univar Solutions, 1.37
Asbury Automotive 1.33
Skyline Champion 1.33
Total 15.21%

Manager

  • Name
  • Robert Kaynor
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor
  • Schroder Investment Management North America Inc.

Documents

  • Prospectus
  • Fact Sheet
  • Annual Reports

Performance
18.9 % YTD

  • 3 Year
  • 60.96%
  • 5 Year
  • 64.46%
  • Best
  • 25.52%
    2019
  • Worst
  • -10.99%
    2018

Returns +
A

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
HOOTX 12%18%24%-12%13%19%-6%4%37%15%-5%
S&P 500 20%16%29%-6%19%10%-1%11%30%13%0%

Returns +
Q

2021 2020 2019 2018 2017 2016 2015 2014 2013 2012 2011
Q1 13.2% -32.6% 13.1% -1.5% 3.8% - - - - - -
Q2 2.8% 21.2% 4.8% 6.9% 2.7% -100% - - - - -
Q3 -1.2% 4.8% 0.4% 3.8% 3.5% -100% - - - - -
Q4 3.5% 25.9% 4% -16.4% 2.9% 3.2% - - - - -

Returns +
M

J F M A M J J A S O N D
2021 1.6% 9.3% 2% 4.2% -0.9% -0.4% -1.8% 1.6% -1% 3.5% - -
2020 -3% -10.6% -22.3% 12.6% 5.6% 1.9% 4.3% 4.9% -4.2% 3.3% 12.7% 8.1%

Annual Return

Index Comparison

Alpha

NAV