Skip to Content
Morningstar

Hartford MidCap C HMDCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.72  /  −0.31 %
  • Total Assets 6.0 Bil
  • Adj. Expense Ratio
    1.880%
  • Expense Ratio 1.880%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 2,000
  • 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 HMDCX

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

  • People Pillar

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

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.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HMDCX

More HMDCX Holdings
  • 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