Morningstar

Hartford MidCap Value Fund Class R4 HMVSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.24  /  +0.15 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.170%
  • 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 0.48%
  • Turnover 192%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis HMVSX

Will HMVSX outperform in the 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 HMVSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Hartford MidCap Value R4 holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HMVSX

More HMVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Financial Inc

2.32 28M
Financial Services

Flex Ltd

2.15 26M
Technology

US Foods Holding Corp

1.99 24M
Consumer Defensive

Pinnacle Financial Partners Inc

1.95 23M
Financial Services

SanDisk Corp Ordinary Shares

1.89 23M
Technology

MKS Inc

1.89 23M
Technology

James Hardie Industries PLC

1.84 22M
Basic Materials

Regal Rexnord Corp

1.84 22M
Industrials

Dick's Sporting Goods Inc

1.81 22M
Consumer Cyclical

Dover Corp

1.81 22M
Industrials

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