Hartford Schroders US Small Cap Opportunities Fund Class SDR (SCURX) Research

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.

Market snapshot

Symbol
SCURX
Price
$34.03
Day change
+1.19%
Market cap
$178.5M
52-week range
28.58-34.22
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Meeder Moderate Allocation Retail (FLDOX)
  • Meeder Conservative Allocation Retail (FLRUX)
  • Westwood Broadmark Tactical Gr Inst (FTGWX)
  • Hartford Schroders US Small Cap Opportunities Fund Class R4 (HOOSX)
  • 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)

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