Morningstar

Hartford Schroders US MidCap Opportunities Fund Class R4 HFDSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 21.82  /  +1.16 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    1.220%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.13%
  • Turnover 62%

USD | NAV as of Oct 02, 2026 | 1-Day Return as of Oct 02, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HFDSX

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

  • People Pillar

    The People Pillar is our evaluation of the HFDSX 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 HFDSX’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 HFDSX

More HFDSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.92 43M
Cash and Equivalents

Assurant Inc

2.14 23M
Financial Services

Mettler-Toledo International Inc

2.02 22M
Healthcare

Dynatrace Inc Ordinary Shares

1.83 20M
Technology

Reinsurance Group of America Inc

1.83 20M
Financial Services

TechnipFMC PLC

1.82 20M
Energy

Zebra Technologies Corp Ordinary Shares - Class A

1.80 20M
Technology

Valero Energy Corp

1.80 20M
Energy

Tractor Supply Co

1.73 19M
Consumer Cyclical

Diamondback Energy Inc

1.68 18M
Energy

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