HOORX:NASDAQ
Hartford Schroders US Small Cap Opportunities Fund Class R3 – HOORX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 29.87 | -0.18 (-0.60%) | 24.21 - 34.04 | 0.0 |
Market data as of 12:00AM 08/29/25. Quotes are delayed by at least 15 min.
Overview - HOORX
The investment seeks capital appreciation.
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.
Growth of $10,000 (10 Years)
| Total Return | 7.02% |
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| Yield (Trailing 12 Mo.) | 0.00% |
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| Expense Ratio | 1.72% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $0.00 |
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| Management Tenure | 12 Years |
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| Fund Inception | 10/24/2016 |
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Trailing Total Returns - HOORX
as of 07/31/2025
| Timeframe | HOORX | S&P 500 | Small Blend |
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| 1 Month | 0.85% | 2.24% | 1.24% |
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| 3 Month | 8.44% | 14.21% | 11.19% |
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| Year-to-Date | -4.61% | 8.59% | -0.66% |
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| 1 Year | -3.83% | 16.33% | -0.88% |
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| 3 Year | 3.11% | 17.10% | 7.15% |
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| 5 Year | 8.03% | 15.88% | 11.25% |
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| 10 Year | 6.38% | 13.66% | 7.64% |
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| Since Inception | 7.02% | 11.16% | -- |
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Sector Allocation - HOORX
as of 07/31/2025
| Basic Materials | | 6.84% |
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| Consumer Cyclical | | 9.13% |
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| Financial Services | | 19.44% |
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| Real Estate | | 3.14% |
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| Consumer Defensive | | 3.32% |
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| Healthcare | | 11.82% |
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| Utilities | | 2.59% |
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| Communication Services | | 1.29% |
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| Energy | | 3.50% |
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| Industrials | | 18.99% |
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| Technology | | 19.95% |
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Asset Allocation - HOORX
as of 07/31/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | -- | | | 96.02 | 96.02 |
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| Bond | -- | | | 0.00 | 0.00 |
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| Other | -- | | | 0.00 | 0.00 |
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| Foreign Stock | -- | | | 1.35 | 1.35 |
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| Foreign Bond | -- | | | 0.00 | 0.00 |
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| Total | -- | | | 97.37 | 97.37 |
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| Cash | -- | | | 2.63 | 2.63 |
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| Total Net Assets | $196.73M |
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| Total Stock Holdings | 83 |
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| Total Bond Holdings | 0 |
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Top Ten Holdings - HOORX
as of 07/31/2025
Valuation & Growth - HOORX
as of 07/31/2025
| Valuation | HOORX | Category Range |
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| Price/Earnings | 21.65 | |
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| Price/Book | 2.20 | |
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| Price/Sales | 1.74 | |
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| Price/Cash Flow | 12.96 | |
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| Dividend Yield | 1.1 | |
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| LT Earnings | 11.73 | |
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| Historical Earnings | 5.76 | |
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| Sales Growth | 5.75 | |
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| Cash-Flow Growth | 8.22 | |
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| Book-Value Growth | 6.71 | |
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