Hartford MidCap R3 (HFMRX)
28.78
+0.59 (+2.09%)
USD |
Jan 31 2023
Returns Chart
Key Stats
Customize
Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
---|---|---|---|
1.45% | 7.731B | 0.00% | 44.00% |
1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
-3.155B | -9.40% | Upgrade | Upgrade |
Basic Info
Investment Strategy | |
The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. 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. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | HMDYX |
Equity Style | Mid Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Growth |
Category Index | Russell Mid Cap Growth TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Hartford Mutual Funds |
Prospectus Benchmark Index | |
S&P MidCap 400 TR | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Mark Whitaker | 12.85 yrs |
Philip Ruedi | 12.85 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category Low
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Category High
1 Year
% Rank:
100
-3.155B
-3.155B
Category Low
1.454B
Category High
3 Months
% Rank:
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Category High
3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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Category Low
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YTD
% Rank:
--
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10 Years
% Rank:
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As of December 31, 2022
Performance Versus Category
As of January 31, 2023. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of January 31, 2023.
Asset Allocation
Top 10 Holdings
Name | % Weight | Price | % Change |
---|---|---|---|
Axon Enterprise Inc | 2.52% | 195.50 | 0.03% |
United Therapeutics Corp | 2.11% | 259.66 | -1.33% |
Insulet Corp | 2.08% | 286.33 | -0.34% |
WEX Inc | 2.06% | 186.79 | 0.98% |
NVR Inc | 2.05% | 5233.86 | -0.69% |
Genpact Ltd | 2.05% | 47.32 | 0.08% |
IDEX Corp | 2.01% | 228.34 | -4.73% |
Shift4 Payments Inc Class A | 1.90% | 64.36 | 0.50% |
Jazz Pharmaceuticals PLC | 1.87% | 156.25 | -0.26% |
Markel Corp | 1.83% | 1402.63 | -0.45% |
Basic Info
Investment Strategy | |
The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. 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. |
General | |
Security Type | Mutual Fund |
Oldest Share Symbol | HMDYX |
Equity Style | Mid Cap/Growth |
Fixed Income Style | -- |
Broad Asset Class | US Equity |
Broad Category | Equity |
Category Name | Mid-Cap Growth |
Category Index | Russell Mid Cap Growth TR USD |
Global Category Name | US Equity Mid Cap |
YCharts Categorization | US Mid Cap |
YCharts Benchmark | Russell Midcap Total Return (^RMCTR) |
Prospectus Objective | Growth |
Fund Owner Firm Name | Hartford Mutual Funds |
Prospectus Benchmark Index | |
S&P MidCap 400 TR | 100.0% |
Broad Asset Class Benchmark Index | |
^SPXTR | 100.0% |
Manager Tenure | |
Mark Whitaker | 12.85 yrs |
Philip Ruedi | 12.85 yrs |
Fundamentals
General | |
Distribution Yield | Upgrade |
Dividend Yield TTM (1-31-23) | 0.00% |
30-Day SEC Yield (12-16-11) | Upgrade |
7-Day SEC Yield | -- |
Number of Holdings | Upgrade |
Stock | |
Weighted Average PE Ratio | 16.67 |
Weighted Average Price to Sales Ratio | Upgrade |
Weighted Average Price to Book Ratio | Upgrade |
Weighted Median ROE | Upgrade |
Weighted Median ROA | Upgrade |
Forecasted Dividend Yield | Upgrade |
Forecasted PE Ratio | Upgrade |
Forecasted Price to Sales Ratio | Upgrade |
Forecasted Price to Book Ratio | Upgrade |
As of December 31, 2022
Growth Estimates
Fund Details
Key Dates | |
Inception Date | 5/29/2009 |
Last Annual Report Date | 10/31/2022 |
Last Prospectus Date | 3/1/2022 |
Share Classes | |
HFMCX | A |
HFMIX | Inst |
HFMSX | Retirement |
HFMTX | Retirement |
HFMVX | Retirement |
HMDCX | C |
HMDFX | Other |
HMDYX | Inst |
Attributes | |
Index Fund | No |
Inverse Fund | No |
Leveraged Fund | No |
Fund of Funds | No |
Currency Hedged Fund | No |
Synthetic Replication Fund | No |
Has Dividend Investment Plan | No |
Socially Responsible Fund | No |