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Morningstar

Hartford Schroders US MidCap Opps I SMDIX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.63  /  −0.43 %
  • Total Assets 930.4 Mil
  • Adj. Expense Ratio
    0.910%
  • 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 0.42%
  • Turnover 34%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:22 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.

  • Process Pillar

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

  • People Pillar

    The People Pillar is our evaluation of the SMDIX 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 SMDIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The established process with a focus on downside resilience should help the strategy to outperform over the cycle.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

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.

by Lena Tsymbaluk
Rated on Published on

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Portfolio Holdings SMDIX

More SMDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

2.56 24.5 Mil
Cash and Equivalents

Entegris Inc

2.30 22.0 Mil
Technology

AptarGroup Inc

2.24 21.5 Mil
Healthcare

Aramark

2.17 20.8 Mil
Industrials

Masimo Corp

2.17 20.7 Mil
Healthcare

Hexcel Corp

2.15 20.5 Mil
Industrials

Assurant Inc

2.09 20.0 Mil
Financial Services

Waste Connections Inc

2.04 19.5 Mil
Industrials

Catalent Inc

1.93 18.5 Mil
Healthcare

Rentokil Initial PLC ADR

1.81 17.3 Mil
Industrials