Mutual Funds - Profile

Hartford MidCap Fund

US > Mid-Cap > Growth

Rank

Universe Rank

Summary

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

The sub advisor’s investment process starts with companies in the benchmark index. The research team then narrows down the list of companies using quantitative research and fundamental analysis to a list of companies that meet earnings, growth, and return on investment hurdles.

Next, the research team using qualitative analysis identifies companies with leadership position within an industry and highlights strong management team.

The fund favors companies with high quality, market leadership and earnings durability.

More

Price

  • Last Close
  • $34.93
    +0.53
  • 52 Week HL
  • $38.99 - $33.76
  • Net Assets
  • $13500 M
  • Expense Ratio

Portfolio

  • Holdings
  • -
  • Turnover Ratio
  • -

Sector Allocation
May 31, 2021

Top 10 Holdings
May 31, 2021

Company Holding
Ingersoll Rand, 2.19
II-VI, Inc. 2.11
Genpact Ltd. 2.09
F5 Networks, 2.08
WEX, Inc. 2.06
Company Holding
CommScope Holding 1.90
MKS Instruments, 1.80
NVR, Inc. 1.68
Hill-Rom Holdings, 1.65
UGI Corp. 1.61
Total 19.17%

Manager

  • Name
  • Philip W. Ruedi
  • Leadership
  • Single Manager
  • Tenure
  • 2003
  • Advisor

Documents

  • Prospectus
  • Annual Reports

Performance
-10.9 % YTD

  • 3 Year
  • -1.89%
  • 5 Year
  • 13.2%
  • Best
  • 38.59%
    2013
  • Worst
  • -10.92%
    2022

Returns +
A

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
HFMRX -16%12%35%34%-6%24%6%-1%0%0%0%
S&P 500 -8%27%16%29%-6%19%10%-1%11%30%13%

Returns +
Q

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -6.6% 5% -24.3% 19.9% 3.3% 5.7% 0.4% 5.7% 3.7% 13.8% -
Q2 - 2.8% 24.9% 3.4% 6.7% 5.6% 2.3% -0.5% 6.7% 3.8% -
Q3 - -3.7% 4.2% -2.4% 3.8% 3.2% 4.2% -6.1% -4.9% 7.7% -
Q4 - -5.6% 13.9% 1.7% -17.3% 6.5% 3.9% 2.2% 4.8% 8.9% -

Returns +
M

J F M A M J J A S O N D
2022 -10.9% - - - - - - - - - - -
2021 -0.8% 5.3% 0.5% 3.6% -1.5% 0.8% 0.1% 0.7% -4.5% 4.5% -3.4% -6.4%

Annual
Return

Index Comparison

Alpha

NAV