With a relatively new lead manager but a sensible process, the share classes of Hartford Schroders U.S. MidCap Opportunities earn a Morningstar Analyst Rating of Bronze or Neutral, depending on fees.
Will SMDVX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of SMDVX’s parent organization’s priorities and whether they’re in line with investors’ interests.