The Hartford MidCap Fund Class R3 (HFMRX)

29.31
Net Asset Value
-0.31%
1 Day
+5.74%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.48%
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 favors high-quality companies. The key characteristics of high-quality companies include a leadership position within an industry, a strong balance sheet, a high return on equity, and/or a strong management team. The managers define mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. It may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities.

Performance

1 month+5.26% 3 years+19.06%
3 months+5.50% 5 years+16.27%
1 year+11.35% Since inception+17.11%
Data through --

Peer Comparisonvs. Mid-cap growth

 HFMRXCategory
Performance 5-yr return+16.27%+14.76%
Expense ratio1.48%1.35%
Risk 5 year sharpe ratio1.000.99
Net assets$4.4B$1.3B
Average market cap$7.0B$9.2B
Average P/E23.123.9
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$0.00
Minimum IRA investment--

Holdings

U.S. stock93.09%
International stock6.83%
Fixed income0.08%
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
ALKS Alkermes Plc2.96%
AAP Advance Auto Parts Inc2.87%
EFX Equifax Inc2.58%
RHI Robert Half International Inc2.56%
G Genpact Ltd2.52%
VNTV Vantiv Inc2.20%
MKL Markel Corp2.00%
KMX Carmax Inc1.86%
LII Lennox International Inc1.81%
MTB M&T Bank1.81%

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