- What does HOOSX invest in?
- Under normal circumstances, the fund invests primarily in equity securities of small capitalization companies. It normally invests at least 80% of its assets in securities of small capitalization companies located in the United States. The equity securities in which the fund may invest include, but are not limited to, common and preferred stocks. The fund may invest in over-the-counter securities.
- What is the expense ratio of HOOSX?
- Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX) charges an expense ratio of 1.35%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HOOSX?
- Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX) is one share class of a fund that manages $166.3M across all of its share classes (HOOTX, SCUIX, SCURX, SCUVX report the same total). Our data does not carry the assets of this share class alone. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.
- Is HOOSX actively managed or an index fund?
- HOOSX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HOOSX's is 1.35%) in exchange for the discretion to over- or under-weight positions.
- When was HOOSX launched?
- Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX) launched in October 2016 and is managed by Hartford.
- How has HOOSX performed?
- HOOSX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
