Hartford MidCap R3 (HFMRX)
41.60
+0.02 (+0.05%)
USD |
Oct 15 2021
Returns Chart
Key Stats
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| Expense Ratio | Total Assets Under Management | Dividend Yield | Turnover Ratio |
|---|---|---|---|
| 1.47% | 13.94B | 0.00% | 45.00% |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized All Time Total Returns (Daily) | Max Drawdown (All) |
| -3.528B | 26.43% | 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/Blend |
| 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 | 11.59 yrs |
| Philip Ruedi | 11.59 yrs |
Net Fund Flows Versus Category
1 Month
% Rank:
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Category High
1 Year
% Rank:
98
-3.528B
-5.383B
Category Low
10.51B
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 September 30, 2021
Performance Versus Category
As of October 15, 2021. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
Edit comparables
As of October 15, 2021.
Asset Allocation
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| Genpact Ltd | 2.34% | 49.83 | 0.91% |
| Ingersoll Rand Inc | 2.29% | 52.51 | 0.46% |
| F5 Networks Inc | 2.24% | 204.33 | 0.32% |
| Hill-Rom Holdings Inc | 1.95% | 151.00 | -0.60% |
| Etsy Inc | 1.93% | 221.09 | 2.40% |
| II-VI Inc | 1.92% | 57.56 | -0.42% |
| First Solar Inc | 1.90% | 105.11 | -1.03% |
| WEX Inc | 1.88% | 192.92 | 1.32% |
| Credit Acceptance Corp | 1.81% | 614.84 | -0.51% |
| NVR Inc | 1.75% | 4966.53 | -0.64% |
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/Blend |
| 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 | 11.59 yrs |
| Philip Ruedi | 11.59 yrs |
Fundamentals
| General | |
| Distribution Yield | Upgrade |
| Dividend Yield TTM (10-15-21) | 0.00% |
| 30-Day SEC Yield (12-16-11) | Upgrade |
| 7-Day SEC Yield | -- |
| Number of Holdings | Upgrade |
| Stock | |
| Weighted Average PE Ratio | 21.20 |
| 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 August 31, 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 |