IHSAX Rating, Research - Hartford Small Company A

Hartford Small Company A (ihsax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 26

Threats + Weaknesses = 11

When strengths & opportunities substantially exceed threats & weaknesses an investment in the ihsax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Hartford Small Company A (IHSAX) Description: IHSAX is a mutual fund, which is an investment that owns a basket of assets. The IHSAX mutual fund was provided by Harford and this investment vehicle derives the majority of its value from equity holdings (stocks). Harfords mutual fund has a long management tenure and is in the average fund size classification. IHSAXs minimum initial investment amount is $2000 while the IRA minimum is $0. IHSAXs expense ratio is roughly 1%. The latest IHSAXs front end load was 6% and the back end load was 0%. The Hartford Small Company A (IHSAX) mutual fund falls under the small growth category. IHSAX focuses its investments in USA and IHSAX is not affiliated with a particular industry or fund sector. The Hartford Small Company A (IHSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find IHSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of IHSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital growth; income is a secondary consideration. The fund invests at least 80% of assets in small-cap companies. Equity securities include common stock, preferred stock, and equity-equivalent securities, such as convertible securities, stock futures contracts or stock index futures contracts. The portfolio managers consider small cap companies to include those with a market capitalization no larger than that of the largest company in the S&P Small Cap 600 Index or the Russell 2000 Index.

Management Analysis Update

Performance Analysis Update