The Hartford Small Fund Quote
| IHSAX Fund | USD 17.79 0.12 0.67% |
Performance0 of 100
| Odds Of DistressLess than 23
|
Hartford Small is trading at 17.79 as of the 19th of April 2024; that is -0.67 percent decrease since the beginning of the trading day. The fund's open price was 17.91. Hartford Small has about a 23 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for The Hartford Small are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 20th of March 2024 and ending today, the 19th of April 2024. 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 Hartford Mutual Fund
| 0.88 | HGOFX | Hartford Growth | PairCorr |
| 0.88 | HGOIX | Hartford Growth | PairCorr |
| 0.88 | HGORX | Hartford Growth | PairCorr |
| 0.88 | HGOSX | Hartford Growth | PairCorr |
| 0.88 | HGOTX | Hartford Growth Oppo | PairCorr |
| 0.88 | HGOVX | Hartford Growth | PairCorr |
| 0.88 | HGOYX | Hartford Growth | PairCorr |
Hartford Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Hartford Small's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Hartford Small or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| Fund Concentration | Hartford Mutual Funds, Large Funds, Small Growth Funds, Small Growth, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of March 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Small [IHSAX] is traded in USA and was established 19th of April 2024. Hartford Small 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 1.83%, while the total return for the last 3 years was -7.58%.
Check Hartford Small 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 Hartford 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 Hartford 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
| BYD | Boyd Gaming | Stock | Consumer Discretionary |
| CW | Curtiss Wright | Stock | Industrials |
| OLLI | Ollies Bargain Outlet | Stock | Consumer Discretionary |
| CRS | Carpenter Technology | Stock | Materials |
| CALX | Calix Inc | Stock | Information Technology |
| IWO | iShares Russell 2000 | Etf | Small Growth |
| HAE | Haemonetics | Stock | Health Care |
Hartford Small Target Price Odds Analysis
Based on a normal probability distribution, the odds of Hartford Small jumping above the current price in 90 days from now is more than 94.0%. The The Hartford Small probability density function shows the probability of Hartford Small mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon the mutual fund has a beta coefficient of 1.5316. This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Hartford Small will likely underperform. Additionally, the Hartford Small has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Hartford Small to move above the current price in 90 days from now is more than 94.0 (This The Hartford Small probability density function shows the probability of Hartford Mutual Fund to fall within a particular range of prices over 90 days) .
Hartford Small Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Hartford Small market risk premium is the additional return an investor will receive from holding Hartford Small long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Hartford Small. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Hartford Small's alpha and beta are two of the key measurements used to evaluate Hartford Small's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.9211 | |||
| Semi Deviation | 1.23 | |||
| Standard Deviation | 1.12 | |||
| Variance | 1.25 |
Hartford Small Against Markets
Picking the right benchmark for Hartford Small mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Hartford Small mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Hartford Small is critical whether you are bullish or bearish towards The Hartford Small at a given time. Please also check how Hartford Small's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Hartford Small without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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ETF CategoriesList of ETF categories grouped based on various criteria, such as the investment strategy or type of investments |
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How to buy Hartford Mutual Fund?
Before investing in Hartford Small, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Hartford Small. To buy Hartford Small fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Hartford Small. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Hartford Small fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located The Hartford Small fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased The Hartford Small fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as The Hartford Small, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in The Hartford Small?
The danger of trading The Hartford Small is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Hartford Small is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Hartford Small. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Hartford Small is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in The Hartford Small. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation. Note that the Hartford Small information on this page should be used as a complementary analysis to other Hartford Small's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.