Morningstar

The Hartford MidCap Fund Class R4 HFMSX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $25.77  /  +1.02 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 1.170%
  • Net Expense Ratio 1.170%
  • Fee Level: Distribution Below Average
  • 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 HFMSX

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

  • People Pillar

    The People Pillar is our evaluation of the HFMSX 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 HFMSX’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 HFMSX

More HFMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

4.22 127M
Healthcare

Cloudflare Inc

4.15 125M
Technology

Fastenal Co

3.76 113M
Industrials

Interactive Brokers Group Inc Class A

3.30 99M
Financial Services

Flex Ltd

3.20 96M
Technology

Lumentum Holdings Inc

2.79 84M
Technology

Snowflake Inc Ordinary Shares

2.72 82M
Technology

Comfort Systems USA Inc

2.36 71M
Industrials

MKS Inc

2.34 71M
Technology

Waters Corp

2.31 70M
Healthcare

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