Hartford MidCap R3 (HFMRX)
41.66
+0.22 (+0.53%)
USD |
Apr 9
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.47% | 15.72B | 0.00% | 45.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -2.916B | 62.66% | 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 |
| 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 | 11.09 yrs |
| Philip Ruedi | 11.09 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
97
-2.916B
-4.080B
Category Low
16.31B
Category High
3 Months
% Rank:
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3 Years
% Rank:
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6 Months
% Rank:
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5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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As of March 31, 2021
Performance Versus Category
As of April 09, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of April 09, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| II-VI Inc | 2.42% | 79.98 | 4.95% |
| WEX Inc | 2.13% | 222.93 | 1.65% |
| F5 Networks Inc | 2.10% | 207.13 | -1.56% |
| Coherent Inc | 2.03% | 267.41 | 0.70% |
| Ingersoll Rand Inc | 2.02% | 50.14 | -0.87% |
| Etsy Inc | 1.99% | 218.10 | -0.22% |
| Genpact Ltd | 1.88% | 44.64 | 0.45% |
| First Solar Inc | 1.71% | 78.77 | -1.06% |
| NVR Inc | 1.67% | 4872.00 | -0.61% |
| MKS Instruments Inc | 1.67% | 187.76 | -1.93% |
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 |
| 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 | 11.09 yrs |
| Philip Ruedi | 11.09 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (4-9-21) | 0.00% |
| 30-Day SEC Yield (12-16-11) | Upgrade |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 25.60 |
| 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 February 28, 2021
Growth Estimates
Fund Details
| Key Dates | |
| Inception Date | 5/29/2009 |
| Last Annual Report Date | 10/31/2020 |
| Last Prospectus Date | 3/1/2021 |
| Share Classes | |
| HFMCX | A |
| HFMIX | Inst |
| HFMSX | Retirement |
| HFMTX | Retirement |
| HFMVX | Retirement |
| HMDCX | C |
| HMDFX | Other |
| HMDYX | Inst |
| Attributes | |
| Enhanced Index Fund | No |
| 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 |