Hartford Schroders US Small Cap Opportunities Fund (SCUIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.20: the stock has moved about 20% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerHartford Schroders US Small Cap Opportunities Fund (SCUIX) trades at $34.38. Hartford Schroders US Small Cap Opportunities Fund (SCUIX) focuses on investing in small-cap companies within the United States. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for SCUIX: SCUIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
Hartford Schroders US Small Cap Opportunities Fund (SCUIX) Financial Services Profile
Hartford Schroders US Small Cap Opportunities Fund (SCUIX) is an asset management fund specializing in U.S. small-cap equities, allocating at least 80% of its assets to this segment. With a market cap of $0.18 billion and a beta of 1.20, SCUIX offers investors exposure to the growth potential of smaller domestic companies.
What Is the Investment Thesis for SCUIX?
Hartford Schroders US Small Cap Opportunities Fund (SCUIX) presents a focused investment opportunity within the U.S. small-cap equity market. With a beta of 1.20, the fund demonstrates a higher sensitivity to market movements, potentially offering enhanced returns during periods of market expansion. The fund's strategy of allocating at least 80% of its assets to small-cap companies allows investors to tap into the growth potential of this segment. Key to the fund's performance will be its ability to identify and capitalize on undervalued or emerging small-cap companies. Ongoing: The fund's success hinges on its active management and stock-picking abilities within the competitive asset management landscape.
Based on FMP financials and quantitative analysis
SCUIX Key Highlights
Market capitalization of $0.18 billion, indicating a relatively small fund size.
- Beta of 1.20, suggesting higher volatility compared to the overall market.
- Investment focus on U.S. small-cap companies, with at least 80% of assets allocated to this segment.
- Flexibility to invest in micro-cap, mid-cap, and large-cap companies, providing diversification opportunities.
- No dividend yield, indicating that the fund's return is primarily driven by capital appreciation.
Who Are SCUIX's Competitors?
SCUIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BSL Blackstone / GSO Senior Floating Rate Term Fund | $12.96 | +0.31% | $168M | — |
| CBLSX Allspring C&B Large Cap Value Fund | $11.25 | +0.81% | $145M | — |
| DRSVX North Square Small Cap Value Fund Investor Class Shares | $22.05 | +0.05% | $206M | — |
| GF The New Germany Fund, Inc. | $10.41 | -0.76% | $169M | — |
| IDE Voya Infrastructure, Industrials and Materials Fund | $12.25 | +3.11% | $180M | — |
| BLK BlackRock, Inc. | $1079.42 | +1.22% | $167B | 51 5-pillar |
| BX Blackstone Inc. | $113.36 | +1.54% | $137B | 66 5-pillar |
| APOS Apollo Global Management, Inc. | $25.60 | +0.04% | $74.9B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SCUIX's Key Strengths?
Experienced investment team.
- Focus on a specific market segment (U.S. small-cap equities).
- Flexibility to invest across different market capitalizations.
- Active management approach.
What Are SCUIX's Weaknesses?
Relatively small market capitalization ($0.18 billion).
- Higher beta (1.20) indicating increased volatility.
- Dependence on the performance of the small-cap market.
- No dividend yield.
What Are the Key Risks for SCUIX?
Economic slowdown impacting small-cap company earnings.
- Increased market volatility affecting fund performance.
- Regulatory changes impacting the asset management industry.
- Competition from other asset managers offering similar investment strategies.
What Are SCUIX's Competitive Advantages?
- Established track record in managing small-cap equity portfolios.
- Experienced investment team with expertise in small-cap stock selection.
- Access to proprietary research and analytical tools.
- Brand recognition and reputation within the asset management industry.
What Does SCUIX Do?
Hartford Schroders US Small Cap Opportunities Fund (SCUIX) is an actively managed fund that primarily invests in the equity securities of small-capitalization companies located in the United States. While its primary focus is on small-cap stocks, the fund maintains the flexibility to invest in micro-capitalization, mid-capitalization, and even large-capitalization companies, allowing for strategic allocation across the market spectrum. The fund typically invests at least 80% of its assets in U.S. small-cap companies. SCUIX can invest in a variety of securities, including common stocks, preferred stocks, and over-the-counter (OTC) securities, providing a broad investment mandate to capitalize on opportunities within the small-cap space. The fund's investment strategy is centered on identifying companies with strong growth potential and sound fundamentals, aiming to deliver long-term capital appreciation to its investors. As of 2026, SCUIX continues to navigate the dynamic landscape of the U.S. equity market, seeking to generate competitive returns through its focused approach to small-cap investing.
What Products and Services Does SCUIX Offer?
- Invests primarily in equity securities of small capitalization companies.
- May also invest in micro-capitalization, mid-capitalization, and large-capitalization companies.
- Normally invests at least 80% of its assets in securities of small capitalization companies located in the United States.
- May invest in common and preferred stocks.
- May invest in over-the-counter securities.
- Seeks to achieve capital appreciation through its investment strategy.
How Does SCUIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Aims to outperform its benchmark index by actively managing its portfolio of small-cap stocks.
- Attracts investors seeking exposure to the growth potential of U.S. small-cap companies.
What Industry Does SCUIX Operate In?
Hartford Schroders US Small Cap Opportunities Fund operates within the asset management industry, which is characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. Small-cap equity funds, like SCUIX, compete with other asset managers offering similar investment strategies, including BSL, CBLSX, DRSVX, GF, and IDE. The performance of these funds is closely tied to the overall health of the small-cap market and the ability of fund managers to identify promising investment opportunities.
Who Are SCUIX's Key Customers?
- Individual investors seeking exposure to small-cap equities.
- Institutional investors looking for diversified investment strategies.
- Retirement plans and endowments seeking long-term capital appreciation.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 43 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-06 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.9%.
SCUIX Financials
Bull Case vs Bear Case
Bull Case
- Experienced investment team.
- Focus on a specific market segment (U.S. small-cap equities).
- Flexibility to invest across different market capitalizations.
- Active management approach.
Bear Case
- Relatively small market capitalization ($0.18 billion).
- Higher beta (1.20) indicating increased volatility.
- Dependence on the performance of the small-cap market.
- No dividend yield.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SCUIX Latest News
No recent news available for SCUIX.
SCUIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SCUIX.
Price Targets
Wall Street price target analysis for SCUIX.
SCUIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SCUIX; grades run from A+ (80-100) to F (below 30).
Common Questions About SCUIX (Financials)
What do analysts say about SCUIX stock?
Generally, analyst sentiment on small-cap equity funds is influenced by factors such as economic growth, interest rates, and market volatility.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and should not be considered investment advice.