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.
Hartford MidCap R3 HFMRX
- NAV / 1-Day Return 29.34 / +0.34 %
- Total Assets 5.6 Bil
-
Adj. Expense Ratio
1.460%
- Expense Ratio 1.460%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 35%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0
Morningstar’s Analysis HFMRX
Will HFMRX 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 21.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Datadog Inc Class A | 2.79 | 161.8 Mil | Technology |
CyberArk Software Ltd | 2.34 | 135.7 Mil | Technology |
Targa Resources Corp | 2.34 | 135.4 Mil | Energy |
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Monolithic Power Systems Inc | 2.25 | 130.5 Mil | Technology |
WEX Inc | 2.02 | 117.2 Mil | Technology |
PTC Inc | 2.02 | 117.1 Mil | Technology |
DexCom Inc | 1.98 | 114.8 Mil | Healthcare |
NVR Inc | 1.88 | 108.9 Mil | Consumer Cyclical |
Veeva Systems Inc Class A | 1.82 | 105.4 Mil | Healthcare |