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Morningstar

Hartford MidCap R5 HFMTX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 34.07  /  +0.26 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 35%

USD | NAV as of May 01, 2024 | 1-Day Return as of May 01, 2024, 10:14 PM GMT+0

Morningstar’s Analysis HFMTX

Will HFMTX 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 HFMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HFMTX 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 HFMTX’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 HFMTX

More HFMTX 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
Sector

Datadog Inc Class A

2.41 158.1 Mil
Technology

DraftKings Inc Ordinary Shares - Class A

2.32 152.3 Mil
Consumer Cyclical

HubSpot Inc

2.32 152.2 Mil
Technology

NVR Inc

2.28 149.5 Mil
Consumer Cyclical

WEX Inc

2.21 144.8 Mil
Technology

Veeva Systems Inc Class A

2.05 134.1 Mil
Healthcare

Shockwave Medical Inc

1.98 129.9 Mil
Healthcare

Fair Isaac Corp

1.98 129.4 Mil
Technology

Targa Resources Corp

1.94 127.1 Mil
Energy

CyberArk Software Ltd

1.93 126.6 Mil
Technology