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Hartford MidCap Value C HMVCX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 11.59  /  0.26 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.950%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.04%
  • Turnover 84%

Morningstar’s Analysis HMVCX

Will HMVCX outperform in future?

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

Hartford MidCap Value C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

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Portfolio Holdings HMVCX

  • Current Portfolio Date
  • Equity Holdings 74
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.66
26,931,285
Financial Services

Kimco Realty Corp

2.04
20,623,775
Real Estate
1.97
19,968,766
Financial Services
1.91
19,373,459
Industrials
1.90
19,220,501
Consumer Defensive
1.84
18,674,473
Financial Services
1.83
18,502,696
Financial Services
1.80
18,216,952
Industrials
1.80
18,191,620
Consumer Cyclical