HMVAX – Hartford MidCap Value A Fund Stock Price | Morningstar

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NAV / 1-Day Return 17.31 / +1.70 %
Total Assets 1.0 Bil
Adj. Expense Ratio

1.160%
Expense Ratio 1.160%
Distribution Fee Level Average
Share Class Type Front Load
Category Mid-Cap Value
Investment Style Mid Value
Min. Initial Investment 2,000
Status Open
TTM Yield 0.59%
Turnover 84%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Will HMVAX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HMVAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Hartford MidCap Value A's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

by Morningstar Manager Research

Rated on May 31, 2024 Published on May 31, 2024

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