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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 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.


1 month+3.17% 3 years+13.81%
3 months+8.88% 5 years+16.05%
1 year+24.90% Since inception+15.85%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+16.05%+13.73%
Expense ratio1.17%1.22%
Risk 5 year sharpe ratio1.361.16
Net assets$10.6B$1.5B
Average market cap$8.1B$12.1B
Average P/E28.628.6
Portfolio turnover30%30%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Whitaker / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock96.58%
International stock3.21%
Fixed income0.21%
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
TRU TransUnion2.39%
G Genpact Ltd2.28%
VRSN Verisign Inc2.13%
IEX IDEX Corp2.12%
GPN Global Payments Inc2.02%
LII Lennox International Inc1.98%
MKL Markel Corp1.93%
NVR NVR Inc1.92%
CDW CDW Corp1.75%
MTB M&T Bank1.70%