Morningstar

The Hartford MidCap Fund Class R3 HFMRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 25.67  /  −0.81 %
  • Total Assets 3.5B
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level High
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 81%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:41 AM GMT+0

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.

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 HFMRX

More HFMRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Flex Ltd

4.25 154M
Technology

Monolithic Power Systems Inc

4.05 146M
Technology

Cloudflare Inc

3.93 142M
Technology

Interactive Brokers Group Inc Class A

3.64 132M
Financial Services

Vertiv Holdings Co Class A

3.44 124M
Industrials

Fastenal Co

3.16 114M
Industrials

Natera Inc

3.02 109M
Healthcare

Hyatt Hotels Corp Class A

2.88 104M
Consumer Cyclical

Rollins Inc

2.75 100M
Consumer Cyclical

Howmet Aerospace Inc

2.68 97M
Industrials

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