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Morningstar

Hartford MidCap Value R4 HMVSX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 17.44  /  −0.06 %
  • Total Assets 976.5 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.180%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.35%
  • Turnover 84%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis HMVSX

Will HMVSX 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 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.

Hartford MidCap Value R4's Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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 second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HMVSX

More HMVSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

M&T Bank Corp

2.60 26.4 Mil
Financial Services

Kemper Corp

2.17 22.0 Mil
Financial Services

Diamondback Energy Inc

2.07 21.0 Mil
Energy

Allstate Corp

2.00 20.2 Mil
Financial Services

Gentex Corp

1.94 19.7 Mil
Consumer Cyclical

Everest Group Ltd

1.88 19.1 Mil
Financial Services

US Foods Holding Corp

1.83 18.6 Mil
Consumer Defensive

Dover Corp

1.81 18.4 Mil
Industrials

Lennar Corp Class A

1.81 18.4 Mil
Consumer Cyclical

Knight-Swift Transportation Holdings Inc Class A

1.80 18.3 Mil
Industrials