HFDTX – Hartford Schroders US MidCap Opps R5 Investment Strategy | Morningstar

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Strategy

The investment seeks capital appreciation. Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The equity securities in which the fund may invest include, but are not limited to, common and preferred stocks. The fund may invest in over-the-counter securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SMDIX	Hartford Schroders US MidCap Opportunities Fund Class I	No Load	Open			Mar 31, 2006	$509.47M	0.920%	Average	$2,000	−$57.17M
HFDYX	Hartford Schroders US MidCap Opportunities Fund Class Y	Institutional	Open			Oct 24, 2016	$51.02M	0.910%	Above Average	$250,000	−$2.98M
HFDFX	Hartford Schroders US MidCap Opportunities Fund Class F	Institutional	Open			Feb 28, 2017	$166.29M	0.800%	Average	$1M	$1.07M
SMDVX	Hartford Schroders US MidCap Opportunities Fund Class A	Front Load	Open			Mar 31, 2006	$268.30M	1.160%	Average	$2,000	$18.40M
HFDCX	Hartford Schroders US MidCap Opportunities Fund Class C	Level Load	Open			Oct 24, 2016	$11.55M	1.920%	Average	$2,000	−$8.48M
SMDRX	Hartford Schroders US MidCap Opportunities Fund Class SDR	Retirement, Large	Open			Dec 30, 2014	$72.25M	0.810%	Above Average	$5M	$1.29M
HFDTX	Hartford Schroders US MidCap Opportunities Fund Class R5	Retirement, Large	Open			Oct 24, 2016	$804,095.00	0.920%	High	$0	−$274,624.49
HFDRX	Hartford Schroders US MidCap Opportunities Fund Class R3	Retirement, Medium	Open			Oct 24, 2016	$2.27M	1.520%	High	$0	$72,758.06
HFDSX	Hartford Schroders US MidCap Opportunities Fund Class R4	Retirement, Medium	Open			Oct 24, 2016	$388,457.00	1.220%	Below Average	$0	−$315,579.55

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