Morningstar

The Hartford MidCap Fund Class Y HMDYX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $28.29  /  −3.15 %
  • Fund Size $2.8B
  • Adjusted Expense Ratio 0.860%
  • Net Expense Ratio 0.860%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $250,000
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis HMDYX

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

  • People Pillar

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

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.

by Drew Carter
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Portfolio Holdings HMDYX

More HMDYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Interactive Brokers Group Inc Class A

3.63 115M
Financial Services

Fastenal Co

3.62 115M
Industrials

Cloudflare Inc

3.53 112M
Technology

Natera Inc

3.18 101M
Healthcare

Flex Ltd

3.08 98M
Technology

Snowflake Inc Ordinary Shares

2.57 81M
Technology

Lumentum Holdings Inc

2.54 81M
Technology

Acuity Inc

2.37 75M
Industrials

O'Reilly Automotive Inc

2.30 73M
Consumer Cyclical

MKS Inc

2.19 69M
Technology

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