Morningstar

Hartford MidCap Value Fund Class Y HMVYX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 20.81  /  +0.14 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Blend
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.72%
  • Turnover 192%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:38 AM GMT+0

Morningstar’s Analysis HMVYX

Will HMVYX 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 HMVYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HMVYX 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 HMVYX’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 Y holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings HMVYX

More HMVYX 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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