Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.
Hartford Schroders US MidCap Opportunities Fund Class R3 HFDRX
- NAV / 1-Day Return 20.84 / −1.19 %
- Total Assets 1.1B
-
Adj. Expense Ratio
1.520%
- Expense Ratio 1.520%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Mid-Cap Blend
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 62%
USD | NAV as of Jun 18, 2026 | 1-Day Return as of Jun 18, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HFDRX
Will HFDRX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the HFDRX 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 HFDRX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 22.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
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United States