HOORX Mutual Fund

HOORX Mutual Fund (Hartford Schroders US Small Cap Opportunities Fund Class R3) is managed by Hartford Funds with $1.3M in net assets. HOORX expense ratio is 1.65%, holding 84 positions across sectors including Industrials, Information Technology, Financials. Inception date: 2016-10-24.

HOORX performance shows a YTD return of 16.41%. The 1-year return is 27.96% and the 5-year return is 5.51%. HOORX dividend yield stands at 12.01%, paid annually.

HOORX top holdings include Icu Medical Inc (2.6%), Commvault Systems Inc (2.1%), Cavco Industries Inc (1.9%), Novanta Inc (1.9%), Repligen Corp (1.9%). Go to all HOORX holdings, HOORX sectors, or HOORX dividends.

HOORX can be compared against other funds. Use HOORX overlap to find shared positions, or HOORX vs another fund for a side-by-side view. HOORX alternatives are available via the screener, along with tax-loss harvesting opportunities.