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 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.


1 month+0.63% 3 years+22.45%
3 months+5.57% 5 years+15.54%
1 year+12.44% Since inception+18.29%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+15.54%+14.82%
Expense ratio1.17%1.35%
Risk 5 year sharpe ratio1.051.02
Net assets$4.4B$1.3B
Average market cap$7.1B$9.1B
Average P/E23.924.3
Portfolio turnover38%38%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Whitaker / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock93.06%
International stock6.54%
Fixed income0.40%
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
AAP Advance Auto Parts Inc2.60%
RHI Robert Half International Inc2.36%
ALKS Alkermes PLC2.32%
EFX Equifax Inc2.26%
G Genpact Ltd2.04%
MKL Markel Corporation1.97%
VNTV Vantiv Inc1.93%
MTB M&T Bank Corp1.91%
KMX CarMax Inc1.75%
NVR NVR Inc1.65%

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