Objective
Seeks long-term growth of capital.
Overview
A mid-cap fund that seeks to invest in “blue-chip” companies that are industry leaders generally with market caps ranging from $2 billion to $10 billion.
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Average Annual Total Returns % (as of 3/31/2019)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford MidCap I | 7.55 | 10.89 | 16.26 | 12.39 | |
| Benchmark | 2.59 | 8.29 | 16.28 | --- | |
| Morningstar Mid-Cap Growth Category | 7.98 | 8.68 | 15.15 | --- | |
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Average Annual Total Returns % (as of 3/31/2019)
|
|||||
| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford MidCap I | 7.55 | 10.89 | 16.26 | 12.39 | |
| Benchmark | 2.59 | 8.29 | 16.28 | --- | |
| Morningstar Mid-Cap Growth Category | 7.98 | 8.68 | 15.15 | --- | |
Class I-share performance prior to its inception date reflects Class A-share performance (excluding sales charges) and operating expenses. SI performance is calculated from 12/31/97.
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.
Growth of $10,000 (I-Share)
(as of 3/31/2019)
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
Morningstar Analyst Rating
Morningstar awarded the Fund a Bronze analyst rating on 3/12/191
| Fund | Benchmark | |
|---|---|---|
| 2018 | -7.39 | -11.08 |
| 2017 | 24.29 | 16.24 |
| 2016 | 11.58 | 20.74 |
| 2015 | 1.64 | -2.18 |
| 2014 | 11.05 | 9.77 |
| 2013 | 39.33 | 33.50 |
| 2012 | 19.07 | 17.88 |
| 2011 | -7.94 | -1.73 |
| 2010 | 23.40 | 26.64 |
| 2009 | 30.26 | 37.38 |
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
| As of Date | 3/31/2019 |
| Net Assets | $13.5 billion |
| # of Holdings | 104 |
| % in Equities | 100 |
| % in Foreign Equities | 1 |
| Beta (3 year) | 0.99 |
| R Squared (3 year) | 0.92 |
| Standard Deviation | 13.96% |
| Turnover (3/31/2019) | 30% |
| Active Share | 87% |
| Fund | S&P MidCap 400 Index | |
|---|---|---|
| Price/Earnings | 21.5x | 14.3x |
| Price/Book | 3.7x | 2.3x |
| EPS Growth Rate | 14.4% | 10.5% |
| Return on Equity | 15.7% | 17.2% |
| Asset Weighted Market Cap (billions) | $9.9 | $5.6 |
| Median Market Cap (billions) | $7.9 | $4.1 |
| Fund | |
|---|---|
| Alpha (5 Year) | 2.37 |
| Down Capture (5 Year) | 91.12 |
| Information Ratio (5 Year) | 0.70 |
| Sharpe Ratio (5 Year) | 0.76 |
| Up Capture (5 Year) | 105.41 |
Top Ten Holdings (%)
| label | percentageholding |
|---|---|
| Genpact Ltd. | 2.57 |
| WEX, Inc. | 2.38 |
| VeriSign, Inc. | 2.00 |
| Lennox International, Inc. | 1.94 |
| TransUnion | 1.72 |
| CDW Corp. | 1.69 |
| IDEX Corp. | 1.66 |
| Ball Corp. | 1.62 |
| Teradata Corp. | 1.56 |
| Markel Corp. | 1.55 |
| Total Portfolio % | 18.69 |
| label | percentageholding |
|---|---|
| Genpact Ltd. | 2.38 |
| WEX, Inc. | 2.14 |
| Lennox International, Inc. | 2.07 |
| Markel Corp. | 2.00 |
| VeriSign, Inc. | 1.97 |
| IDEX Corp. | 1.67 |
| CDW Corp. | 1.67 |
| TransUnion | 1.64 |
| Teradata Corp. | 1.64 |
| Ball Corp. | 1.57 |
| Total Portfolio % | 18.75 |
| Less than $2 billion | 1 |
| $2 billion - $5 billion | 20 |
| $5 billion - $10 billion | 38 |
| Greater than $10 billion | 42 |
| Not Classified | 0 |
| Inception Date | 12/31/1997 |
| Symbol | HFMIX |
| CUSIP | 41664M870 |
| Fund Number | 1562 |
| Sectors | Fund 3/31/2019 | Benchmark 3/31/2019 |
|---|---|---|
| Information Technology | 29 | 16 |
| Health Care | 21 | 10 |
| Industrials | 18 | 15 |
| Energy | 3 | 4 |
| Communication Services | 2 | 3 |
| Financials | 14 | 16 |
| Utilities | 2 | 4 |
| Consumer Staples | 0 | 3 |
| Materials | 3 | 7 |
| Consumer Discretionary | 7 | 12 |
| Real Estate | 2 | 10 |
The 5-Minute Forecast 2Q19
04/23/2019
2019 Outlooks (Wellington)
12/21/2018
2019 Outlooks (Schroders)
12/21/2018Financial Professionals:
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Fund LiteratureSelect All
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Fact Sheet03/31/2019 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Fund Story01/28/2019 | pdfThis Fund Story outlines three distinguishing characteristics to help investors better understand the Fund. |
Commentary03/31/2019 | pdfCurrent quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund. |
Expanded Commentary12/31/2018 | pdfCurrent quarterly commentary from our sub-adviser, Wellington Management, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
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Summary Prospectus03/01/2019 | pdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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Pitchbook03/31/2019 | pdfThis Pitchbook reviews the Funds' investment approach, investment team, investment process, and general portfolio parameters.
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Semi Annual Report04/30/2018 | pdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory Prospectus03/01/2019 | pdfAn annual update on the Fund that includes information about the Fund’s investment manager, sub-adviser, and operations.
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Annual Report10/31/2018 | pdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAI03/01/2019 | pdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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Flyer12/31/2018 | pdfWhile many investors have allocations to small- and large-cap equities, they may be missing out if they don’t consider an allocation to a mid-cap strategy such as the Hartford MidCap Fund.
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1The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Analysts use this five pillar evaluation to determine how they believe funds are likely to perform over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology.
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