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Hartford Schroders US MidCap Opps I SMDIX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.79  /  0.32 %
  • Total Assets 942.7 Mil
  • Adj. Expense Ratio
    0.890%
  • Expense Ratio 0.890%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.46%
  • Turnover 34%

Morningstar’s Analysis SMDIX

Will SMDIX outperform in future?

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

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.

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Portfolio Holdings SMDIX

  • Current Portfolio Date
  • Equity Holdings 71
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley InstlLqdty TrsSecs Instl

3.57
33,385,059
Cash and Equivalents
2.61
24,448,834
Healthcare
2.10
19,641,014
Technology
2.02
18,887,776
Healthcare
2.01
18,843,454
Communication Services
1.98
18,574,506
Financial Services
1.87
17,495,787
Industrials
1.85
17,331,102
Industrials
1.79
16,789,553
Industrials
1.78
16,642,154
Technology