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Hartford Small Company HLS IB (HDMBX)

12.65
+0.01
+(0.08%)
At close: 8:04:18 PM EDT
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  • Previous Close 12.64
  • YTD Return -8.76%
  • Expense Ratio 1.05%
  • Category Small Growth
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 378.48M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 41.00%
  • Last Dividend 0.02
  • Inception Date Aug 9, 1996

The fund seeks its objective by investing primarily in common stocks selected on the basis of potential for capital appreciation. Under normal circumstances, its sub-adviser, Wellington Management Company LLP, invests at least 80% of its assets in common stocks of small capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively. The manager defines small capitalization companies as companies with market capitalizations within the collective range of the Russell 2000 and S&P SmallCap 600 Indices.

Hartford Mutual Funds

Fund Family

Small Growth

Fund Category

378.48M

Net Assets

1996-08-09

Inception Date

Performance Overview: HDMBX

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Trailing returns as of 4/14/2025. Category is Small Growth.

YTD Return

HDMBX
8.76%
Category
12.40%
 

1-Year Return

HDMBX
4.85%
Category
55.69%
 

3-Year Return

HDMBX
2.18%
Category
19.34%
 

5-Year Return

HDMBX
11.28%
Category
20.72%
 

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Holdings: HDMBX

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Sector Weightings

SectorHDMBX
Healthcare   27.08%
Technology   19.73%
Industrials   18.88%
Real Estate   3.21%
Energy   2.87%
Utilities   0.50%

Recent News: HDMBX

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Research Reports: HDMBX

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