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The Hartford MidCap Fund Class A (HFMCX)

24.94
Net Asset Value
+0.61%
1 Day
+6.31%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
5.5
Sales Expenses
1.14%
Expense Ratio
Average
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. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. 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.

Performance

1 month+3.40% 3 years+10.10%
3 months+3.49% 5 years+11.19%
1 year+0.63% Since inception+11.76%
Data through --

Peer Comparisonvs. Mid-cap growth

 HFMCXCategory
Performance 5-yr return+11.19%+7.93%
Expense ratio1.14%1.26%
Risk 5 year sharpe ratio0.710.59
Net assets$5.7B$1.2B
Average market cap$7.6B$9.7B
Average P/E22.924.4
Portfolio turnover29%29%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenurePhilip Ruedi / 11 Years
Minimal initial investment$2,000.00
Minimum IRA investment--

Holdings

U.S. stock95.86%
International stock3.90%
Fixed income0.24%
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
G Genpact Ltd2.66%
MKL Markel Corp2.55%
EFX Equifax Inc2.18%
AAP Advance Auto Parts Inc2.16%
WCN Waste Connections Inc2.15%
MTB M&T Bank2.09%
VNTV Vantiv Inc2.09%
GPN Global Payments Inc1.88%
LII Lennox International Inc1.88%
NVR NVR Inc1.86%

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