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Morningstar

Hartford MidCap R3 HFMRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 30.08  /  +0.64 %
  • Total Assets 6.1 Bil
  • Adj. Expense Ratio
    1.460%
  • Expense Ratio 1.460%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of Apr 26, 2024 | 1-Day Return as of Apr 26, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HFMRX

Will HFMRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HFMRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HFMRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HFMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Some missteps, but still a decent option.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lower conviction in Hartford MidCap’s investment team drives its People Pillar rating down to Average from Above Average.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HFMRX

More HFMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 21.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
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