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Hartford MidCap R5 HFMTX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 33.54  /  −0.95 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    0.840%
  • Expense Ratio 0.840%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 35%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis HFMTX

Will HFMTX outperform in future?

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

Some missteps, but still a decent option.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Lower conviction in Hartford MidCap’s investment team drives its People Pillar rating down to Average from Above Average.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HFMTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Datadog Inc Class A

2.52 163.4 Mil
Technology

MongoDB Inc Class A

2.35 152.3 Mil
Technology

HubSpot Inc

2.21 143.6 Mil
Technology

NVR Inc

2.21 143.6 Mil
Consumer Cyclical

DraftKings Inc Ordinary Shares - Class A

2.12 137.4 Mil
Consumer Cyclical

WEX Inc

2.09 135.4 Mil
Technology

Fair Isaac Corp

2.06 134.0 Mil
Technology

Veeva Systems Inc Class A

1.99 128.9 Mil
Healthcare

CyberArk Software Ltd

1.89 122.5 Mil
Technology

Lennox International Inc

1.82 118.1 Mil
Industrials