The Hartford MidCap Fund Class A HFMCX:NASDAQ

Net Asset Value$27.79Previous Close - 8/12/2022
1-Day Change+0.37(1.35%)
YTD Change-5.00(15.25%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 06/30/2022

Top 5 SectorsTop 5 Holdings
Health Technology15.03%
Jazz Pharmaceuticals PLC ORD2.28%
Finance14.15%
Genpact Ltd ORD2.25%
Electronic Technology12.76%
WEX Inc ORD2.23%
Producer Manufacturing11.25%
United Therapeutics Corp ORD2.08%
Technology Services9.41%
Markel Corp ORD1.92%
Concentration of Top 562.60% Concentration of Top 510.76% 

Fund Profile

Fund Strategy

The Fund seeks to achieve long-term capital growth by investing primarily in high-quality U.S. companies with market capitalizations within the range represented by the Standard & Poor's MidCap 400 Index.

Fund Category US Diversified Equity
Inception Date 12/30/1997
Manager Ruedi/Whitaker
Fund Classification Small-Cap Growth Funds
Managed Since 2004
Other Managed Funds   HMDFX  HFMIX  HFMVX  HMDYX  HMDCX

Lipper Leader Scorecard as of 07/31/2022

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
693

693

12,360

693

181
3 Year Rating(# of funds in category)
693

693

12,360

693

181
5 Year Rating(# of funds in category)
641

641

11,138

641

170
10 Year Rating(# of funds in category)
465

465

7,719

465

142

Fund Highlights

Total Expense Ratio1.08%
Average Market Capitallization$9.6 B
Net Asset ValueN/A
Total Net Assets$2.6 B
Sales ExpensesFront-end Load Fund
Minimum Initial Investment$2000
Minimum IRA Investment$2000
AvailabilityOpen to New Investors
Current Yield0.61%
Dividend Ex-Date12/29/2021

Risk Analysis

Beta vs. S&P 5001.11
R-Squared vs. S&P 5000.87
Standard Deviation22.02%
Sharpe Ratio0.17
Portfolio TurnoverN/A