Hartford Schroders U.S. MidCap Opportunities benefits from a stable team and a structured process. Bob Kaynor has demonstrated he can implement the process consistently, with the People and Process Pillar ratings both maintained at Above Average as a result.
Hartford Schroders US MidCap Opps I SMDIX
- NAV / 1-Day Return 19.27 / +1.10 %
- Total Assets 932.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.910%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 0.44%
- Turnover 34%
USD | NAV as of May 31, 2024 | 1-Day Return as of May 31, 2024, 10:18 PM GMT+0
Morningstar’s Analysis SMDIX
Will SMDIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 4.94 | 46.3 Mil | Cash and Equivalents |
Aramark | 2.61 | 24.5 Mil | Industrials |
AptarGroup Inc | 2.20 | 20.6 Mil | Healthcare |
Assurant Inc | 2.05 | 19.2 Mil | Financial Services |
Catalent Inc | 1.92 | 18.0 Mil | Healthcare |
Rentokil Initial PLC ADR | 1.91 | 17.9 Mil | Industrials |
Churchill Downs Inc | 1.89 | 17.7 Mil | Consumer Cyclical |
Hexcel Corp | 1.89 | 17.7 Mil | Industrials |
Masimo Corp | 1.87 | 17.6 Mil | Healthcare |
Waste Connections Inc | 1.78 | 16.7 Mil | Industrials |