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 18.59 / +1.25 %
- Total Assets 953.8 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 0.25%
- Turnover 34%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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 20.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Usd | 4.05 | 38.3 Mil | Cash and Equivalents |
Aramark | 3.01 | 28.5 Mil | Industrials |
Rentokil Initial PLC ADR | 2.64 | 24.9 Mil | Industrials |
AptarGroup Inc | 2.13 | 20.1 Mil | Healthcare |
Assurant Inc | 2.03 | 19.2 Mil | Financial Services |
Hexcel Corp | 1.96 | 18.5 Mil | Industrials |
Churchill Downs Inc | 1.80 | 17.0 Mil | Consumer Cyclical |
Masimo Corp | 1.74 | 16.4 Mil | Healthcare |
Waste Connections Inc | 1.73 | 16.3 Mil | Industrials |
BWX Technologies Inc | 1.72 | 16.2 Mil | Industrials |