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Hartford MidCap A HFMCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 26.29  /  +1.70 %
  • Total Assets 6.4 Bil
  • Adj. Expense Ratio
    1.100%
  • Expense Ratio 1.100%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 35%

USD | NAV as of Feb 22, 2024 | 1-Day Return as of Feb 22, 2024, 11:13 PM GMT+0

Morningstar’s Analysis HFMCX

Will HFMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Some missteps, but still a decent option.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lower conviction in Hartford MidCap’s investment team drives its People Pillar rating down to Average from Above Average.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HFMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVR Inc

2.19 140.2 Mil
Consumer Cyclical

Datadog Inc Class A

2.09 133.9 Mil
Technology

HubSpot Inc

2.05 131.1 Mil
Technology

Fair Isaac Corp

2.04 130.6 Mil
Technology

Apellis Pharmaceuticals Inc

1.95 124.5 Mil
Healthcare

WEX Inc

1.93 123.7 Mil
Technology

Lennox International Inc

1.86 119.1 Mil
Industrials

MongoDB Inc Class A

1.80 114.9 Mil
Technology

Dynatrace Inc Ordinary Shares

1.78 114.1 Mil
Technology

Inari Medical Inc Ordinary Shares

1.75 112.1 Mil
Healthcare