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Hartford MidCap HLS IA HIMCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 28.80  /  +0.21 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.04%
  • Turnover 44%

USD | NAV as of Feb 28, 2024 | 1-Day Return as of Feb 28, 2024, 11:16 PM GMT+0

Morningstar’s Analysis HIMCX

Will HIMCX outperform in future?

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

A decline in People Pillar rating is the primary driver of Hartford MidCap HLS IA's downgrade to a Morningstar Medalist Rating of Bronze from Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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Portfolio Holdings HIMCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVR Inc

2.20 23.7 Mil
Consumer Cyclical

HubSpot Inc

2.15 23.2 Mil
Technology

Datadog Inc Class A

2.13 23.0 Mil
Technology

Fair Isaac Corp

2.09 22.5 Mil
Technology

WEX Inc

2.02 21.8 Mil
Technology

DraftKings Inc Ordinary Shares - Class A

1.99 21.5 Mil
Consumer Cyclical

MongoDB Inc Class A

1.94 21.0 Mil
Technology

Dynatrace Inc Ordinary Shares

1.85 20.0 Mil
Technology

Lennox International Inc

1.77 19.1 Mil
Industrials

Veeva Systems Inc Class A

1.77 19.1 Mil
Healthcare