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Hartford MidCap I HFMIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 27.14  /  −1.52 %
  • Total Assets 5.8 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield
  • Turnover 35%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 10:18 PM GMT+0

Morningstar’s Analysis HFMIX

Will HFMIX outperform in future?

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

Hartford MidCap Names New Portfolio Manager, Ratings Unchanged

null Drew Carter

Drew Carter

Analyst Note

Tim Egan was added as a manager on Hartford MidCap on June 20, 2024, to reflect his contributions to the team. Egan, a partner at subadvisor Wellington Management, first joined the firm in 2006 and has 20 years of industry experience. He joined this team as an analyst beginning in June 2023, and was previously a portfolio manager on the firm’s global contrarian team. However, because lead manager Phil Ruedi and comanager Mark Whitaker remain in place, this is an incremental change and doesn’t affect the strategy’s Average People rating or its Morningstar Medalist Rating.

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Portfolio Holdings HFMIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

2.37 139.7 Mil
Technology

NVR Inc

2.17 127.8 Mil
Consumer Cyclical

Targa Resources Corp

2.15 126.4 Mil
Energy

DexCom Inc

2.05 120.8 Mil
Healthcare

WEX Inc

2.03 119.6 Mil
Technology

Monolithic Power Systems Inc

2.03 119.3 Mil
Technology

HubSpot Inc

2.03 119.2 Mil
Technology

DraftKings Inc Ordinary Shares - Class A

1.97 116.1 Mil
Consumer Cyclical

Lennox International Inc

1.96 115.4 Mil
Industrials

CyberArk Software Ltd

1.95 114.8 Mil
Technology