Morningstar

The Hartford MidCap Fund Class F HMDFX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $21.57  /  +2.47 %
  • Fund Size $2.9B
  • Adjusted Expense Ratio 0.760%
  • Net Expense Ratio 0.760%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis HMDFX

Will HMDFX outperform in the 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 HMDFX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

The new manager still needs to prove himself.

Analyst Drew Carter

Drew Carter

Analyst

Summary

New lead manager Tim Egan has remade Hartford MidCap to his liking, but he has more work to do to turn around its performance.

by Drew Carter
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings HMDFX

More HMDFX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

4.22 127M
Healthcare

Cloudflare Inc

4.15 125M
Technology

Fastenal Co

3.76 113M
Industrials

Interactive Brokers Group Inc Class A

3.30 99M
Financial Services

Flex Ltd

3.20 96M
Technology

Lumentum Holdings Inc

2.79 84M
Technology

Snowflake Inc Ordinary Shares

2.72 82M
Technology

Comfort Systems USA Inc

2.36 71M
Industrials

MKS Inc

2.34 71M
Technology

Waters Corp

2.31 70M
Healthcare

Sponsor Center