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Hartford Schroders US MidCap Opps A SMDVX

Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 18.29  /  0.00
  • Total Assets 981.8 Mil
  • Adj. Expense Ratio
    1.180%
  • 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 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:21 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.

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 SMDVX

  • 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