The Hartford MidCap Fund Class A (HFMCX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.


1 month+1.24% 3 years+10.53%
3 months-1.99% 5 years+14.52%
1 year+20.91% Since inception+12.50%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.52%+11.94%
Expense ratio1.13%1.21%
Risk 5 year sharpe ratio1.201.00
Net assets$11.4B$1.6B
Average market cap$8.2B$11.9B
Average P/E25.624.9
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Whitaker / 8 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock95.70%
International stock3.92%
Fixed income0.38%
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
G Genpact Ltd2.16%
TRU TransUnion2.12%
GPN Global Payments Inc2.06%
VRSN Verisign Inc2.03%
WEX WEX Inc1.89%
MKL Markel Corp1.89%
IEX IDEX Corp1.88%
CDW CDW Corp1.83%
LII Lennox International Inc1.82%
NATI National Instruments Corp1.78%