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Hartford MidCap Value A HMVAX

Quantitative rating as of
  • NAV / 1-Day Return 16.05  /  1.13 %
  • Total Assets 976.8 Mil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.180%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.30%
  • Turnover 85%

Morningstar’s Analysis HMVAX

Will HMVAX outperform in future?

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

Summary

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A recent fee change and trends in other areas lead to a downgrade to Hartford MidCap Value A's Morningstar Quantitative Rating to Negative from Neutral. 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.

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