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Hartford MidCap Value C HMVCX

Quantitative rating as of
  • NAV / 1-Day Return 11.82  /  1.17 %
  • Total Assets 991.7 Mil
  • Adj. Expense Ratio
    1.950%
  • Expense Ratio 1.960%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.00
  • Turnover 85%

Morningstar’s Analysis HMVCX

Will HMVCX outperform in future?

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford MidCap Value C to a Morningstar Quantitative Rating of Negative. 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.

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