Mutual Funds - Profile

Hartford Schroders US Small-Mid Cap Opportunities Fund

US > Mid-Cap > Core

Rank

Universe Rank

Summary

The fund seeks capital appreciation by investing in mid-size companies in the United States.

The sub-adviser’s investment process highlights companies with the potential for capital growth included in its benchmark. The research team with the help of financial screens and quantitative processes identifies companies with proven business models, strong management teams, and attractive valuation levels.

The team then narrows the investable universe based on niche products; quality of management; opportunities provided by mergers, divestitures, or new management; or other factors.

The investment team also considers environmental, social and governance (ESG) factors when assessing More

Price

  • Last Close
  • $17.99
    +0.24
  • 52 Week HL
  • $19.3 - $15.21
  • Net Assets
  • $809 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
Feb 28, 2021

Top 10 Holdings
Mar 23, 2021

Company Holding
Assurant, Inc. 2.22
LKQ Corporation 1.87
Snap-on, Inc 1.87
Encompass Health 1.86
Microchip Technology 1.80
Company Holding
Catalent, Inc. 1.77
Teleflex, Inc 1.76
Advance Auto 1.70
Hershey Company 1.68
Black Knight, 1.67
Total 18.2%

Documents

  • Prospectus
  • Annual Reports

Performance
-6.8 % YTD

  • 3 Year
  • 30.19%
  • 5 Year
  • 40.32%
  • Best
  • 26.76%
    2019
  • Worst
  • -11.26%
    2018

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HFDSX -11%21%15%28%-11%17%12%-4%11%33%15%
S&P 500 -10%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -5.5% 9.3% -26.8% 13.1% -2.2% 4.5% - - - - -
Q2 - 5% 19.6% 2.8% 4.1% 2.6% -100% - - - -
Q3 - 0.8% 5.7% 0.6% 4.6% 2.4% -100% - - - -
Q4 - -6% 17.6% 6.1% -14.4% 4.6% 3.7% - - - -

Returns +
M

J F M A M J J A S O N D
2022 -5.5% - - - - - - - - - - -
2021 -0.7% 5.5% 4.4% 6.4% -0.4% -0.9% 2.3% 2.2% -3.5% 4.8% 0.3% -10.6%

Annual
Return

Index Comparison

Alpha

NAV