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Hartford MidCap Value R4 HMVSX

Quantitative rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 17.95  /  0.72 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.190%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.19%
  • Turnover 85%

Morningstar’s Analysis HMVSX

Will HMVSX 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 R4 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 second-highest quintile among peers.

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