The Hartford MidCap Fund Class C HMDCX

Morningstar Medalist Rating
  • NAV / 1-Day Return$18.51  /  −0.75%
  • Fund Size$2.7B
  • Adjusted Expense Ratio1.910%
  • Net Expense Ratio1.910%
  • Fee Level: DistributionAverage
  • Share Class TypeLevel Load
  • Morningstar CategoryMid-Cap Growth
  • Equity Style Box (Funds)Mid Growth
  • Minimum Initial Investment$2,000
  • Investment StatusOpen
  • TTM Yield0.00%
  • Turnover Ratio81%

Morningstar’s Analysis HMDCX

Will HMDCX outperform in the future?

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

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.

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Portfolio Holdings HMDCX

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

4.22127M
Healthcare

Cloudflare Inc

4.15125M
Technology

Fastenal Co

3.76113M
Industrials

Interactive Brokers Group Inc Class A

3.3099M
Financial Services

Flex Ltd

3.2096M
Technology

Lumentum Holdings Inc

2.7984M
Technology

Snowflake Inc Ordinary Shares

2.7282M
Technology

Comfort Systems USA Inc

2.3671M
Industrials

MKS Inc

2.3471M
Technology

Waters Corp

2.3170M
Healthcare

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