Nasdaq - Delayed Quote USD

Hartford Small Company F (IHSFX)

23.05 -0.22 (-0.95%)
At close: 8:00 PM EDT

Fund Summary

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% 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 S&P SmallCap 600 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities, and may trade securities actively.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 54.45%
Worst 1Y Total Return --
Number of Years Up 4
Number of Years Down 2

Performance & Risk

YTD Return 14.24%
5y Average Return 9.57%
Rank in Category (ytd) 49
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.10
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
IHSFXCategory AverageIHSFXCategory AverageIHSFXCategory Average
Alpha -14.01 -0.02 -6.39 0.01 -5 -0.02
BETA 1.1 0.01 1.13 0.01 1.17 0.01
Mean Annual Return -0.03 0.02 1 0.02 0.9 0.01
R-squared 75.63 0.78 73.87 0.73 73.25 0.73
Standard Deviation 22.14 0.26 23.78 0.21 20.79 0.19
Sharpe Ratio -0.19 0.01 0.4 0.01 0.44 0.01
Treynor Ratio -5.98 0.15 6.3 0.17 6.2 0.11

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