The Hartford MidCap Fund Class R4 (HFMSX)

29.99
Net Asset Value
+0.47%
1 Day
+5.82%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.16%
Expense Ratio
Average
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.

Performance

1 month-1.03% 3 years+20.12%
3 months-0.43% 5 years+17.07%
1 year+5.25% Since inception+17.93%
Data through --

Peer Comparisonvs. Mid-cap growth

 HFMSXCategory
Performance 5-yr return+17.07%+14.47%
Expense ratio1.16%1.32%
Risk 5 year sharpe ratio1.041.03
Net assets$4.9B$1.4B
Average market cap$7.5B$9.7B
Average P/E24.525.7
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--

Holdings

U.S. stock95.78%
International stock2.63%
Fixed income1.59%
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 Ltd2.63%
EFX Equifax Inc2.57%
AAP Advance Auto Parts Inc2.52%
VNTV Vantiv Inc2.41%
RHI Robert Half International Inc2.33%
MKL Markel Corp2.13%
AKAM Akamai Technologies Inc2.00%
KMX Carmax Inc1.88%
LII Lennox International Inc1.88%
ALKS Alkermes Plc1.87%

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