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Hartford MidCap HLS IA HIMCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 29.49  /  +0.51 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.04%
  • Turnover 40%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:19 PM GMT+0

Morningstar’s Analysis HIMCX

Will HIMCX outperform in future?

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

Hartford MidCap HLS IA’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the cheapest fee quintile among peers.

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Portfolio Holdings HIMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

2.52 28.5 Mil
Technology

MongoDB Inc Class A

2.35 26.5 Mil
Technology

NVR Inc

2.21 25.0 Mil
Consumer Cyclical

HubSpot Inc

2.21 25.0 Mil
Technology

DraftKings Inc Ordinary Shares - Class A

2.12 23.9 Mil
Consumer Cyclical

WEX Inc

2.09 23.6 Mil
Technology

Fair Isaac Corp

2.07 23.3 Mil
Technology

Veeva Systems Inc Class A

1.99 22.5 Mil
Healthcare

CyberArk Software Ltd

1.88 21.3 Mil
Technology

Lennox International Inc

1.82 20.6 Mil
Industrials