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Hartford Schroders Us Small Cap Opportunities Fund (class I): (MF: SCUIX)

(NASDAQ Mutual Funds) As of Oct 10, 2025 08:00 PM ET

$30.23 USD

-0.90 (-2.89%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2025

Total Return %* Percentile Rank Objective
YTD 0.25 85
3 months 9.53 75
6 months 1.36 92
1 Year 2.58 74
3 Year 7.05 86
5 Year 8.61 66
10 Year 7.98 72

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 170.40
Bear Market (10/07 - 2/09) -45.27
Bull Market (2/09 - 3/21) 545.30

Load Adjusted Returns as of Aug 31, 2025

1 Year 4.40
5 Year 9.35
10 Year 6.86
Since Inception 10.93

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -7.73 2.78 NA NA
2024 5.38 -3.00 7.83 2.09
2023 3.47 1.24 -6.97 11.34
2022 -7.03 -13.36 -6.02 9.99
2021 13.18 2.78 -1.24 6.86
2020 -32.56 21.21 4.82 26.01

Annual Return

20252024202320222021202020192018201720162015
% Total Return 0.2512.538.50-16.7422.797.9832.05-10.8114.7119.36-1.42
% Total Return Rel to Index -10.53-12.49-17.731.46-5.89-10.410.56-6.42-7.077.42-2.81
% Total Return Rel to Peer -4.430.60-7.572.773.47-11.006.61-0.04-0.883.413.29
% Perf Quintile vs Peer* 0.000.005.003.003.004.001.003.003.003.002.00
% Dividends 0.000.000.020.000.000.010.080.060.080.090.00
% Yield 0.000.000.000.000.000.040.270.250.280.340.00
Capital Gains ($) 0.001.980.000.263.650.001.302.252.361.381.85
Expense Ratio 1.101.101.091.091.071.051.041.041.001.161.31

* 1 = Top 20%, 5 = Bottom 20%