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Hartford MidCap Value Y HMVYX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.01  /  0.06 %
  • Total Assets 961.0 Mil
  • Adj. Expense Ratio
    0.880%
  • Expense Ratio 0.880%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.42%
  • Turnover 85%

Morningstar’s Analysis HMVYX

Will HMVYX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Hartford MidCap Value Y to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings HMVYX

  • Current Portfolio Date
  • Equity Holdings 72
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 21.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
2.64
23,095,823
Financial Services
2.27
19,850,444
Healthcare
2.18
19,072,308
Energy
2.16
18,922,495
Financial Services
2.11
18,491,508
Financial Services

Welltower Inc

2.07
18,080,495
Real Estate
2.05
17,908,779
Consumer Defensive
1.99
17,409,469
Consumer Defensive
1.94
16,990,105
Financial Services