Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX) Research

This fund's core objective is to achieve capital growth, striving to increase the value of its holdings over time. Ordinarily, it primarily directs its investments towards equity securities issued by small-capitalization companies. While its main emphasis is on these smaller firms, the fund retains the flexibility to allocate capital across companies of varying market sizes, including micro-capitalization, mid-capitalization, and even large-capitalization businesses. A significant majority—at least 80%—of its total assets is typically dedicated to securities of small-capitalization companies situated within the United States. The fund's potential investments encompass common and preferred stocks, as well as over-the-counter (OTC) securities.

Market snapshot

Symbol
HOOSX
Price
$32.99
Day change
+1.20%
Market cap
$178.5M
52-week range
27.87-33.18
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Flaherty & Crumrine Total Return Fund Inc. (FLC)
  • Meeder Moderate Allocation Retail (FLDOX)
  • Meeder Conservative Allocation Retail (FLRUX)
  • Nationwide WCM Focused Small Cap Fund Class A (NWGPX)
  • Nationwide WCM Focused Small Cap Fund Class R6 (NWKEX)
  • Royce Micro Cap Fund Financial Intermediary Class (RMCFX)
  • Hartford Schroders US Small Cap Opportunities Fund (SCUIX)
  • Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX)

Open Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.