The Hartford MidCap Fund Class B (HAMBX)

20.57
Net Asset Value
-0.53%
1 Day
+7.14%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
2.05%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund seeks its investment objective by investing primarily in stocks selected by the sub-adviser, Wellington Management Company LLP ("Wellington Management"), on the basis of potential for capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Performance

1 month+0.39% 3 years+19.44%
3 months+7.14% 5 years+13.07%
1 year+13.86% Since inception+11.90%
Data through --

Peer Comparisonvs. Mid-cap growth

 HAMBXCategory
Performance 5-yr return+13.07%+14.47%
Expense ratio2.05%1.33%
Risk 5 year sharpe ratio0.910.95
Net assets$4.8B$1.4B
Average market cap$7.4B$9.4B
Average P/E23.825.6
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Whitaker / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock93.26%
International stock6.25%
Fixed income0.49%
Cash0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 15.20%
Healthcare 14.81%
Business service 14.48%
Industrial materials 13.78%
Consumer goods 6.72%
Top 10 Holdings
Portfolio weighting
AAP Advance Auto Parts Inc2.60%
ALKS Alkermes Plc2.60%
G Genpact Ltd2.60%
EFX Equifax Inc2.57%
RHI Robert Half International Inc2.55%
VNTV Vantiv Inc2.22%
MKL Markel Corp2.04%
KMX Carmax Inc1.89%
MNST Monster Beverage Corp1.82%
MTB M&T Bank1.81%

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