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Hartford Schroders US MidCap Opps I SMDIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Hartford Funds Investment Hub

Morningstar’s Analysis SMDIX

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

  • People Pillar

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

The established process with a focus on downside resilience should help the strategy to outperform over the cycle.

Associate Director Lena Tsymbaluk

Lena Tsymbaluk

Associate Director

Summary

Hartford Schroders U.S. MidCap Opportunities benefits from a stable team and a structured process. Bob Kaynor has demonstrated he can implement the process consistently, with the People and Process Pillar ratings both maintained at Above Average as a result.

by Lena Tsymbaluk
Rated on Published on

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