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The Hartford MidCap Fund Class R4 (HFMSX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+3.06% 3 years+18.83%
3 months+4.05% 5 years+13.80%
1 year+6.36% Since inception+16.53%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+13.80%+11.71%
Expense ratio1.16%1.29%
Risk 5 year sharpe ratio0.960.86
Net assets$5.0B$1.2B
Average market cap$7.3B$9.5B
Average P/E24.023.5
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenurePhilip Ruedi / 10 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock95.65%
International stock2.91%
Fixed income1.45%
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 Ltd2.91%
AAP Advance Auto Parts Inc2.73%
VNTV Vantiv Inc2.56%
MKL Markel Corp2.44%
EFX Equifax Inc2.37%
MTB M&T Bank2.09%
MAN ManpowerGroup Inc2.09%
LII Lennox International Inc2.03%
RHI Robert Half International Inc1.98%
NVR NVR Inc1.92%