Morningstar

Hartford Schroders US MidCap Opportunities Fund Class SDR SMDRX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 22.53  /  +0.94 %
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.810%
  • Expense Ratio 0.800%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Large
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 5M
  • Status Open
  • TTM Yield 0.41%
  • Turnover 62%

USD | NAV as of Jul 10, 2026 | 1-Day Return as of Jul 10, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SMDRX

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

  • People Pillar

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

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

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Portfolio Holdings SMDRX

More SMDRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

3.30 35M
Cash and Equivalents

Aramark

3.01 32M
Industrials

Assurant Inc

2.09 22M
Financial Services

Twilio Inc Class A

2.08 22M
Technology

Snowflake Inc Ordinary Shares

2.02 21M
Technology

West Pharmaceutical Services Inc

1.99 21M
Healthcare

Marvell Technology Inc

1.97 21M
Technology

Burlington Stores Inc

1.95 20M
Consumer Cyclical

TechnipFMC PLC

1.93 20M
Energy

SanDisk Corp Ordinary Shares

1.90 20M
Technology

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