Skip to Content
Morningstar

Hartford MidCap HLS IB HBMCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 23.41  /  0.30 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.970%
  • Expense Ratio 0.970%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 44%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 11:14 PM GMT+0

Morningstar’s Analysis HBMCX

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

People Pillar

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

A strong management team and sound investment process underpin Hartford MidCap HLS IB's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HBMCX

More HBMCX Holdings
  • Current Portfolio Date
  • Equity Holdings 99
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVR Inc

2.07
20,871,063
Consumer Cyclical

Markel Group Inc

2.02
20,381,407
Financial Services

Inari Medical Inc Ordinary Shares

2.01
20,232,822
Healthcare

WEX Inc

1.93
19,403,743
Technology

Targa Resources Corp

1.92
19,357,471
Energy

Lennox International Inc

1.89
19,072,435
Industrials

Apellis Pharmaceuticals Inc

1.87
18,817,795
Healthcare

MongoDB Inc Class A

1.84
18,547,901
Technology

Fair Isaac Corp

1.79
17,973,892
Technology

Dynatrace Inc Ordinary Shares

1.75
17,662,462
Technology