HOORX

Active

Hartford Schroders US Small Cap Opportunities Fund

Category: US Equity (9,528 funds)

Expense Ratio
1.65%
Annual Cost per $10K
$165.00
30-Year Fee Drag per $10K
$28,366
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+6.14%

Asset Allocation

US Equity
94%
Intl Equity
4%
Cash
2%

Fee Comparison

HOORX
1.65%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

56% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+19.66%3Y
Compare to

Fee Impact Calculator

$
%
HOORX at 1.65%$238,785
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$141,828
Cost vs index fund−$138,640

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
HOORXHartford Schroders US Small Cap Opportunities Fund1.65%
QCGRFXCollege Retirement Equities Fund - Growth Account
JLGMXJPMorgan Large Cap Growth Fund0.94%
FBCCXFidelity Blue Chip Growth Fund0.97%
PABGXT. Rowe Price Blue Chip Growth Fund, Inc.0.95%
MEGRXMFS Growth Fund1.08%
CDIRXColumbia Dividend Income Fund1.15%
OIEFXJPMorgan Equity Income Fund0.95%
TRSAXT. Rowe Price Growth Stock Fund, Inc.0.91%
FACGXFidelity Advisor Growth Opportunities Fund1.49%
FRDTXFranklin Rising Dividends Fund1.58%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
RRMGXT. Rowe Price Mid-Cap Growth Fund, Inc.1.29%
ABPRXAB LARGE CAP GROWTH FUND INC1.22%
PAVLXT. Rowe Price Value Fund, Inc.0.94%
JGACXJPMorgan Growth Advantage Fund0.99%
HRCAXHarbor Capital Appreciation Fund0.92%
TWUAXUltra Fund1.14%
FDYNXFranklin Dynatech Fund1.57%
QCEQFXCollege Retirement Equities Fund - Equity Index Account
JENIXThe Jensen Quality Growth Fund Inc1.26%
EGFSXEdgewood Growth Fund1.25%
VMCAXVANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND
CIVVXCAUSEWAY INTERNATIONAL VALUE FUND1.10%
TCRAXGrowth Fund1.14%
HDGRXTHE HARTFORD DIVIDEND AND GROWTH FUND1.34%
RRCOXT. Rowe Price U.S. Equity Research Fund1.17%
PAULXT. Rowe Price U.S. Large-Cap Core Fund, Inc.0.96%
PLFMXLargeCap S&P 500 Index Fund1.29%
FLMVXJPMorgan Mid Cap Value Fund1.09%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
LGRCXLoomis Sayles Growth Fund1.66%
MLAAXNYLI Winslow Large Cap Growth Fund0.94%
EAASXEaton Vance Atlanta Capital SMID-Cap Fund1.12%
PAAIXPIMCO All Asset Fund$1M min1.86%
PASTXT. Rowe Price Science & Technology Fund, Inc.1.06%
LCBVXClearBridge Large Cap Value Fund1.40%
CSXCXCalvert U.S. Large Cap Core Responsible Index Fund1.24%
HGIRXHARTFORD CORE EQUITY FUND1.08%
HAGCXCarillon Eagle Mid Cap Growth Fund1.71%
JGAQXJPMorgan Value Advantage Fund0.99%
SBLGXClearBridge Large Cap Growth Fund1.01%
PGORXPutnam Large Cap Growth Fund0.93%
PLCGXLargeCap Growth Fund I0.94%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
DCCAXMacquarie Small Cap Core Fund1.06%
JSECXJPMorgan Small Cap Equity Fund1.24%
CSEIXCohen & Steers Real Estate Securities Fund1.10%
FFECXNuveen Dividend Value Fund1.70%
ESPAXAllspring Special Small Cap Value Fund1.17%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
FRURXFranklin Utilities Fund1.06%
DEVLXMacquarie Small Cap Value Fund1.10%
VVIPXVoya VACS Index Series S Portfolio
JSLGXMultimanager Lifestyle Growth Portfolio1.22%
SCDGXDWS Core Equity Fund1.24%
SHAPXClearBridge Appreciation Fund0.91%
RETSXTax-Managed U.S. Large Cap Fund0.91%
LGLRXLord Abbett Growth Leaders Fund1.15%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
JALBXMultimanager Lifestyle Balanced Portfolio1.32%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
OAKLXOakmark Select Fund0.98%
BPTUXBaron Partners Fund1.99%
TWHIXHeritage Fund1.00%
ECTGXEaton Vance Tax-Managed Growth Fund 1.11.47%
SDGAXDWS Capital Growth Fund1.30%
JGAVXJPMorgan U.S. Value Fund0.94%
CSJRXCohen & Steers Realty Shares1.30%
GATEXGateway Fund0.94%
PABVXMidCap Value Fund I1.19%
TWCAXSelect Fund1.15%
CGWRXColumbia Cornerstone Growth Fund0.97%
CSMEXCarillon Scout Mid Cap Fund1.25%
SASMXClearBridge Small Cap Growth Fund1.19%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
SVFFXSmead Value Fund0.95%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
CIPMXChamplain MidCap Fund1.09%
CSIEXCalvert Equity Fund0.90%
JHLVXFundamental Large Cap Core Fund1.77%
AQEAXColumbia Disciplined Core Fund0.94%
CCVAXCalvert Small Cap Fund1.19%
JDURXPGIM Jennison Utility Fund1.11%
KTCCXDWS Science and Technology Fund1.75%
FGRAXFranklin Growth Opportunities Fund0.94%
ECBLXEaton Vance Floating-Rate Fund1.81%
FTLSFirst Trust Long/Short Equity ETF1.38%
EZTGXEaton Vance Tax-Managed Growth Fund 1.21.62%
CAPEXEaton Vance Tax-Managed Growth Fund 1.0
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
SCSCXTouchstone Strategic Trust-Touchstone Large Cap Focused Fund0.98%
GCTSXGoldman Sachs U.S. Tax-Managed Equity Fund1.19%
AFDAXLarge Cap Equity Fund1.04%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
MEFAXMassMutual Mid Cap Growth Fund1.11%
GSPAXGoldman Sachs U.S. Equity Dividend and Premium Fund1.01%
BSCUXBARON SMALL CAP FUND1.05%
BARUXBARON ASSET FUND1.04%
CVGCXCalamos Growth Fund1.29%
HLSCXHARTFORD DISCIPLINED EQUITY HLS FUND1.09%

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