| 10.48 Net Asset Value | -0.10% 1 Day | +18.42% Year-to-Date | Overall Morningstar Rating |
| Mid-cap blend Style or Category | No Load Sales Expenses | 1.13% Expense Ratio | Average Morningstar Risk Rating™ |
| 1 month | +8.88% | 3 years | +18.84% | |
| 3 months | +9.59% | 5 years | +6.46% | |
| 1 year | +35.95% | Since inception | +7.29% |
| HMCVX | Category | |
|---|---|---|
| Performance 5-yr return | +6.46% | +6.81% |
| Expense ratio | 1.13% | 1.27% |
| Risk 5 year sharpe ratio | 0.38 | 0.35 |
| Net assets | $143.3M | $1.4B |
| Average market cap | $2.2B | $6.2B |
| Average P/E | 14.6 | 18.1 |
| Portfolio turnover | 150% | 150% |
There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.
| Fund family | Hartford Mutual Funds |
| Fund manager & tenure | David Elliott / 0 Years |
| Minimal initial investment | $0.00 |
| Minimum IRA investment | -- |
| Other | 100.00% |
| U.S. stock | -- |
| International stock | -- |
| Fixed income | -- |
| Cash | -- |
| Financial service | 16.04% |
| Industrial materials | 13.48% |
| Consumer goods | 11.34% |
| Business service | 10.24% |
| Healthcare | 9.53% |
| HTS Hatteras Financial Corporation | 1.08% |
| UNS UNS Energy Corp | 1.07% |
| ALK Alaska Air Group, Inc. | 0.94% |
| CLP Colonial Properties Trust | 0.87% |
| SLH Solera Holdings, Inc. | 0.87% |
| MFA MFA Financial, Inc. | 0.84% |
| CA CA, Inc. | 0.84% |
| SNA Snap-on, Inc. | 0.80% |
| INGR Ingredion Inc | 0.77% |
| MGEE MGE Energy, Inc. | 0.76% |
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