The Hartford MidCap Fund Class C (HMDCX)

21.21
Net Asset Value
-0.14%
1 Day
+7.39%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
1.88%
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+0.19% 3 years+21.10%
3 months+1.78% 5 years+15.80%
1 year+14.07% Since inception+11.52%
Data through --

Peer Comparisonvs. Mid-cap growth

 HMDCXCategory
Performance 5-yr return+15.80%+14.47%
Expense ratio1.88%1.33%
Risk 5 year sharpe ratio0.870.89
Net assets$4.8B$1.3B
Average market cap$7.4B$9.7B
Average P/E24.425.2
Portfolio turnover34%34%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Whitaker / 10 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00

Holdings

U.S. stock93.79%
International stock4.66%
Fixed income1.55%
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 Ltd2.72%
EFX Equifax Inc2.59%
RHI Robert Half International Inc2.51%
AAP Advance Auto Parts Inc2.49%
VNTV Vantiv Inc2.28%
MKL Markel Corp2.13%
KMX Carmax Inc1.96%
ALKS Alkermes Plc1.94%
MTB M&T Bank1.92%
LII Lennox International Inc1.87%

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