Morningstar

Hartford Schroders US MidCap Opportunities Fund Class R3 HFDRX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return$21.63  /  −0.18%
  • Fund Size$1.1B
  • Adjusted Expense Ratio1.520%
  • Net Expense Ratio1.520%
  • Fee Level: DistributionHigh
  • Share Class TypeRetirement, Medium
  • Morningstar CategoryMid-Cap Blend
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$0
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio62%
NAV and 1-Day Return as of

Morningstar’s Analysis HFDRX

Will HFDRX outperform in the 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 HFDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

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.

by Bridget B Hughes
Published on

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Portfolio Holdings HFDRX

More HFDRX Holdings
  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
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—

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2.7429M
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Churchill Downs Inc

2.4026M
Consumer Cyclical

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Healthcare

Assurant Inc

2.0422M
Financial Services

NiSource Inc

1.9521M
Utilities

Zebra Technologies Corp Ordinary Shares - Class A

1.9421M
Technology

Novanta Inc

1.9221M
Technology

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