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Morningstar

Hartford MidCap Value C HMVCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 12.47  /  +1.71 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.940%
  • Expense Ratio 1.940%
  • Distribution Fee Level 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%

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

Morningstar’s Analysis HMVCX

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

  • People Pillar

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

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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings HMVCX

More HMVCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

M&T Bank Corp

2.09 21.0 Mil
Financial Services

Kemper Corp

2.08 20.9 Mil
Financial Services

US Foods Holding Corp

1.88 18.8 Mil
Consumer Defensive

Allstate Corp

1.75 17.6 Mil
Financial Services

Reliance Inc

1.75 17.5 Mil
Basic Materials

Kimco Realty Corp

1.73 17.3 Mil
Real Estate

EQT Corp

1.72 17.3 Mil
Energy

NiSource Inc

1.72 17.2 Mil
Utilities

Everest Group Ltd

1.70 17.0 Mil
Financial Services

Wyndham Hotels & Resorts Inc Ordinary Shares

1.70 17.0 Mil
Consumer Cyclical