The Hartford MidCap Fund Class C (HMDCX)

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 fund defines 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 total assets in securities of foreign issuers and non-dollar securities.


1 month-3.70% 3 years+19.36%
3 months-2.69% 5 years+14.55%
1 year+10.51% Since inception+11.33%
Data through --

Peer Comparisonvs. Mid-cap growth

Performance 5-yr return+14.55%+14.82%
Expense ratio1.91%1.34%
Risk 5 year sharpe ratio0.940.94
Net assets$4.2B$1.3B
Average market cap$7.3B$8.6B
Average P/E25.623.7
Portfolio turnover38%38%

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Fund Management and Purchase Info

Fund familyHartford Mutual Funds
Fund manager & tenureMark Whitaker / 4 Years
Minimal initial investment$2,000.00
Minimum IRA investment$2,000.00


U.S. stock92.95%
International stock6.08%
Fixed income0.97%
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 Inc2.34%
EFX Equifax Inc2.28%
RHI Robert Half International Inc2.12%
ALKS Alkermes PLC1.99%
G Genpact Ltd1.98%
VNTV Vantiv Inc1.91%
MTB M&T Bank Corp1.89%
MKL Markel Corporation1.85%
TRIP TripAdvisor Inc1.80%
SLXP Salix Pharmaceuticals Ltd1.77%

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