Morningstar

The Hartford MidCap Fund Class R3 HFMRX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $22.93  /  −3.13 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 1.480%
  • Net Expense Ratio 1.480%
  • Fee Level: Distribution High
  • Share Class Type Retirement, Medium
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis HFMRX

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

  • People Pillar

    The People Pillar is our evaluation of the HFMRX 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 HFMRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The new manager still needs to prove himself.

Analyst Drew Carter

Drew Carter

Analyst

Summary

New lead manager Tim Egan has remade Hartford MidCap to his liking, but he has more work to do to turn around its performance.

by Drew Carter
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Portfolio Holdings HFMRX

More HFMRX 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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