The Hartford MidCap Fund Class R5 (HFMTX)

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-2.13% 3 years+11.53%
3 months+6.24% 5 years+15.90%
1 year+21.57% Since inception+16.70%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+15.90%+13.73%
Expense ratio0.86%1.21%
Risk 5 year sharpe ratio1.361.15
Net assets$11.3B$1.6B
Average market cap$8.0B$12.9B
Average P/E28.528.7
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. stock96.51%
International stock3.12%
Fixed income0.37%
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 Ltd2.23%
TRU TransUnion2.19%
VRSN Verisign Inc2.05%
GPN Global Payments Inc2.01%
MKL Markel Corp1.98%
IEX IDEX Corp1.96%
LII Lennox International Inc1.96%
NVR NVR Inc1.93%
WEX WEX Inc1.83%
CDW CDW Corp1.74%