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 Low
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Category High
3 Years
% Rank:
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Category Low
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Category High
6 Months
% Rank:
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Category Low
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Category High
5 Years
% Rank:
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Category Low
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Category High
YTD
% Rank:
--
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Category Low
--
Category High
10 Years
% Rank:
--
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Category Low
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Category High
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 |