The Hartford MidCap Fund Class A HFMCX:NASDAQ

Net Asset Value$28.27Previous Close - 1/27/2022
1-Day Change-0.42(1.46%)
YTD Change-4.52(13.78%)

Growth of $10,000 Since Fund Inception

View portfolioPortfolio as of 11/30/2021

Top 5 SectorsTop 5 Holdings
Finance18.42%
F5 Inc ORD2.23%
Electronic Technology16.43%
Ingersoll Rand Inc ORD2.21%
Health Technology13.93%
Genpact Ltd ORD2.18%
Producer Manufacturing10.99%
ETSY Inc ORD2.09%
Technology Services9.25%
First Solar Inc ORD2.09%
Concentration of Top 569.02% Concentration of Top 510.80% 

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   HFMIX  HMDFX  HFMVX  HMDYX  HMDCX

Lipper Leader Scorecard as of 12/31/2021

RatingTotal
Return
Consistent
Return
PreservationTax
Efficiency
Expense*
Overall Rating(# of funds in category)
674

674

12,302

674

177
3 Year Rating(# of funds in category)
674

674

12,302

674

177
5 Year Rating(# of funds in category)
599

599

10,847

599

165
10 Year Rating(# of funds in category)
445

445

7,531

445

142

Fund Highlights

Total Expense Ratio1.08%
Average Market Capitallization$10.5 B
Net Asset ValueN/A
Total Net Assets$3.4 B
Sales ExpensesFront-end Load Fund
Minimum Initial Investment$2000
Minimum IRA Investment$2000
AvailabilityOpen to New Investors
Current Yield0.50%
Dividend Ex-Date12/29/2021

Risk Analysis

Beta vs. S&P 5001.13
R-Squared vs. S&P 5000.87
Standard Deviation21.10%
Sharpe Ratio1.01
Portfolio TurnoverN/A