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.
Hartford Schroders US MidCap Opps SDR SMDRX
- NAV / 1-Day Return 18.64 / +0.27 %
- Total Assets 926.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.820%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 5.0 Mil
- Status Open
- TTM Yield 0.49%
- Turnover 34%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis SMDRX
Will SMDRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 20.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 2.56 | 24.5 Mil | Cash and Equivalents |
Entegris Inc | 2.30 | 22.0 Mil | Technology |
AptarGroup Inc | 2.24 | 21.5 Mil | Healthcare |
Aramark | 2.17 | 20.8 Mil | Industrials |
Masimo Corp | 2.17 | 20.7 Mil | Healthcare |
Hexcel Corp | 2.15 | 20.5 Mil | Industrials |
Assurant Inc | 2.09 | 20.0 Mil | Financial Services |
Waste Connections Inc | 2.04 | 19.5 Mil | Industrials |
Catalent Inc | 1.93 | 18.5 Mil | Healthcare |
Rentokil Initial PLC ADR | 1.81 | 17.3 Mil | Industrials |