Morningstar

The Hartford MidCap Fund Class A HFMCX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $20.57  /  +1.78 %
  • Fund Size $3.1B
  • Adjusted Expense Ratio 1.130%
  • Net Expense Ratio 1.120%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis HFMCX

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

  • People Pillar

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

More HFMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interactive Brokers Group Inc Class A

3.63 115M
Financial Services

Fastenal Co

3.62 115M
Industrials

Cloudflare Inc

3.53 112M
Technology

Natera Inc

3.18 101M
Healthcare

Flex Ltd

3.08 98M
Technology

Snowflake Inc Ordinary Shares

2.57 81M
Technology

Lumentum Holdings Inc

2.54 81M
Technology

Acuity Inc

2.37 75M
Industrials

O'Reilly Automotive Inc

2.30 73M
Consumer Cyclical

MKS Inc

2.19 69M
Technology

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