Hartford Schroders US Small Cap Opportunities Fund

Frequently Asked Questions About SCUIX

What does SCUIX invest in?

The Hartford Schroders US Small Cap Opportunities Fund predominantly focuses its investments on equity securities issued by smaller U.S.-based companies under ordinary market conditions. While its main strategy involves small-capitalization firms, it retains the flexibility to allocate assets to micro-cap, mid-cap, and even large-cap enterprises. A crucial aspect of its mandate is the commitment to invest at least 80% of its total assets in the stocks of U.S. small-cap companies. The fund's permissible holdings extend to both common and preferred shares, alongside securities traded on over-the-counter (OTC) markets.

What is the expense ratio of SCUIX?

Hartford Schroders US Small Cap Opportunities Fund (SCUIX) charges an expense ratio of 1.10%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SCUIX?

Hartford Schroders US Small Cap Opportunities Fund (SCUIX) manages $185.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SCUIX actively managed or an index fund?

SCUIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SCUIX launched?

Hartford Schroders US Small Cap Opportunities Fund (SCUIX) launched in August 1993 and is managed by the fund issuer.

How has SCUIX performed?

SCUIX'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.