- What does SCURX invest in?
- The primary objective of this fund is to achieve capital appreciation. Typically, it predominantly allocates its assets to equity holdings of small-capitalization companies, though its mandate allows for investments in micro-cap, mid-cap, and even large-cap firms as opportunities arise. A significant portion, specifically a minimum of 80% of its total assets, is dedicated to securities issued by U.S.-based small-cap enterprises. The portfolio's eligible investments may include common shares, preferred stock, and over-the-counter (OTC) instruments.
- What is the expense ratio of SCURX?
- Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX) charges an expense ratio of 0.95%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SCURX?
- Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX) is one share class of a fund that manages $166.3M across all of its share classes (HOOSX, HOOTX, SCUIX, 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 SCURX actively managed or an index fund?
- SCURX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SCURX's is 0.95%) in exchange for the discretion to over- or under-weight positions.
- When was SCURX launched?
- Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX) launched in September 2015 and is managed by Hartford.
- How has SCURX performed?
- SCURX'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.
