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 A SMDVX
- NAV / 1-Day Return 17.92 / −0.11 %
- Total Assets 938.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.180%
- 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 34%
USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:18 PM GMT+0
Morningstar’s Analysis SMDVX
Will SMDVX 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 19.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 3.05 | 30.4 Mil | Cash and Equivalents |
Aramark | 2.54 | 25.3 Mil | Industrials |
Assurant Inc | 2.09 | 20.8 Mil | Financial Services |
AptarGroup Inc | 2.06 | 20.5 Mil | Healthcare |
Hexcel Corp | 2.02 | 20.1 Mil | Industrials |
Rentokil Initial PLC ADR | 2.01 | 20.0 Mil | Industrials |
Masimo Corp | 1.93 | 19.2 Mil | Healthcare |
Catalent Inc | 1.83 | 18.2 Mil | Healthcare |
Waste Connections Inc | 1.78 | 17.7 Mil | Industrials |
Regal Rexnord Corp | 1.74 | 17.3 Mil | Industrials |