Morningstar

Hartford Schroders US MidCap Opportunities Fund Class I SMDIX

Morningstar Medalist Rating
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Medalist Rating as of See Hartford Funds Investment Hub
  • NAV / 1-Day Return $22.76  /  +1.11 %
  • Fund Size $1.1B
  • Adjusted Expense Ratio 0.920%
  • Net Expense Ratio 0.910%
  • Fee Level: Distribution Average
  • Share Class Type No Load
  • Morningstar Category Mid-Cap Blend
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $2,000
  • Investment Status Open
  • TTM Yield 0.32%
  • Turnover Ratio 62%
NAV and 1-Day Return as of

Morningstar’s Analysis SMDIX

Will SMDIX 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 SMDIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Wellington Management to Acquire Hartford Funds

null Bridget B Hughes

Bridget B Hughes

Analyst Note

Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.

by Bridget B Hughes
Published on

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Portfolio Holdings SMDIX

More SMDIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Usd

4.05 43M
Cash and Equivalents

iShares Russell Mid-Cap ETF

2.99 32M
—

Cintas Corp

2.96 32M
Industrials

RB Global Inc

2.74 29M
Industrials

Churchill Downs Inc

2.40 26M
Consumer Cyclical

Mettler-Toledo International Inc

2.22 24M
Healthcare

Assurant Inc

2.04 22M
Financial Services

NiSource Inc

1.95 21M
Utilities

Zebra Technologies Corp Ordinary Shares - Class A

1.94 21M
Technology

Novanta Inc

1.92 21M
Technology

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