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Morningstar

Hartford Schroders US MidCap Opps A SMDVX

Morningstar Analyst Rating
Analyst rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 16.80  /  1.02 %
  • Total Assets 809.6 Mil
  • Adj. Expense Ratio
    1.170%
  • Expense Ratio 1.160%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 0.24%
  • Turnover 42%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:20 PM GMT+00:00

Morningstar’s Analysis SMDVX

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

People Pillar

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

This manager has proved he can execute the process consistently.

Analyst

Summary

| by Lena Tsymbaluk

Hartford Schroders U.S. MidCap Opportunities benefits from a stable team and an established process. The People rating rises to Above Average from Average because manager Bob Kaynor has demonstrated he can implement the process consistently and to good effect. As a result, the Morningstar Analyst Rating gets an upgrade to Silver from Bronze for the cheaper share classes, while the remaining share classes go to Bronze from Neutral.

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