Morningstar

Hartford MidCap HLS Fund Class IA HIMCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 25.03  /  −0.79 %
  • Total Assets 718.8M
  • Adj. Expense Ratio
    0.760%
  • Expense Ratio 0.760%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 60%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis HIMCX

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

  • People Pillar

    The People Pillar is our evaluation of the HIMCX 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 HIMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Analyst Drew Carter

Drew Carter

Analyst

Summary

Reconstruction in progress. As new lead manager Tim Egan continues to settle in, this strategy remains a work in progress. Changes to Morningstar Medalist Ratings here come from an enhancement in how Morningstar calculates alpha opportunities rather than from changes to pillar ratings.

by Drew Carter
Rated on Published on

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Portfolio Holdings HIMCX

More HIMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 33.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Flex Ltd

4.24 31M
Technology

Monolithic Power Systems Inc

4.03 30M
Technology

Cloudflare Inc

3.92 29M
Technology

Interactive Brokers Group Inc Class A

3.63 27M
Financial Services

Vertiv Holdings Co Class A

3.43 25M
Industrials

Fastenal Co

3.15 23M
Industrials

Natera Inc

3.01 22M
Healthcare

Hyatt Hotels Corp Class A

2.88 21M
Consumer Cyclical

Rollins Inc

2.75 20M
Consumer Cyclical

Howmet Aerospace Inc

2.67 20M
Industrials

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