Seeks long-term growth of capital.
A mid-cap fund that seeks to invest in “blue-chip” companies that are industry leaders
The Fund strives for style purity, with a majority of the Fund invested in mid-cap companies with a market capitalization between $2 billion and $10 billion.
“Blue-Chip” Mid-Cap Companies
The Fund focuses on blue-chip mid-cap companies that the Fund’s management believes are strong industry leaders with strong balance sheets and/or superior management teams.
The Equity Sweet Spot
Based on the market-cap life cycle, mid-cap companies may offer investors the potential for more growth than large-cap companies and less volatility than small-cap companies.
The portfolio managers are supported by the full resources of Wellington.
Philip Ruedi, CFA
Managing Director, Equity Portfolio Manager
(as of 5/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 5/31/2023)
|Hartford MidCap R5||1.60||-4.53||4.33||3.87||9.08||11.19|
Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SI = Since Inception.
Fund Inception: 12/31/1997
Share Class Inception: 5/29/09.
Class R5-share performance prior to its inception date reflects Class Y-share performance and operating expenses. SI performance is calculated from 12/31/97.
|# of Holdings||101|
|% in Equities||100|
|% in Foreign Equities||3|
|Beta (3 year)||0.99|
|R Squared (3 year)||0.94|
|FUND||S&P MidCap 400 Index|
|EPS Growth Rate||18.3%||12.4%|
|Asset Weighted Market Cap (billions)||$11.7||$7.0|
|Return on Equity||11.8%||17.3%|
|Median Market Cap (billions)||$10.7||$5.4|
|Less than $2 billion||2|
|$2 billion - $5 billion||14|
|$5 billion - $10 billion||27|
|Greater than $10 billion||57|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|3/31/23||4/30/23||4/30/23||-10 0 10|
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