The Hartford MidCap Fund Class B (HAMBX)

20.47
Net Asset Value
-0.34%
1 Day
+6.61%
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+0.24% 3 years+20.32%
3 months+0.94% 5 years+15.15%
1 year+11.74% Since inception+11.77%
Data through --

Peer Comparisonvs. Mid-cap growth

 HAMBXCategory
Performance 5-yr return+15.15%+14.47%
Expense ratio2.05%1.33%
Risk 5 year sharpe ratio0.860.89
Net assets$4.8B$1.3B
Average market cap$7.4B$9.7B
Average P/E24.125.2
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. stock94.19%
International stock4.37%
Fixed income1.44%
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
EFX Equifax Inc2.75%
G Genpact Ltd2.61%
VNTV Vantiv Inc2.41%
AAP Advance Auto Parts Inc2.40%
RHI Robert Half International Inc2.34%
MKL Markel Corp2.09%
AKAM Akamai Technologies Inc1.97%
MAN ManpowerGroup Inc1.87%
MTB M&T Bank1.84%
KMX Carmax Inc1.84%

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