Lower conviction in Hartford MidCap’s investment team drives its People Pillar rating down to Average from Above Average.
Hartford MidCap A HFMCX
- NAV / 1-Day Return 25.24 / +0.52 %
- Total Assets 6.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.110%
- 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 Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 21.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Datadog Inc Class A | 2.52 | 163.4 Mil | Technology |
MongoDB Inc Class A | 2.35 | 152.3 Mil | Technology |
HubSpot Inc | 2.21 | 143.6 Mil | Technology |
NVR Inc | 2.21 | 143.6 Mil | Consumer Cyclical |
DraftKings Inc Ordinary Shares - Class A | 2.12 | 137.4 Mil | Consumer Cyclical |
WEX Inc | 2.09 | 135.4 Mil | Technology |
Fair Isaac Corp | 2.06 | 134.0 Mil | Technology |
Veeva Systems Inc Class A | 1.99 | 128.9 Mil | Healthcare |
CyberArk Software Ltd | 1.89 | 122.5 Mil | Technology |
Lennox International Inc | 1.82 | 118.1 Mil | Industrials |