Seeks long-term capital appreciation.
A mid-cap fund that seeks deeply discounted companies with temporary or cyclical issues in which the upside potential is overlooked.
The portfolio manager is supported by the full resources of Wellington.
(as of 11/30/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 11/30/2023)
|Hartford MidCap Value F||7.93||2.77||10.50||8.42||7.30||8.17|
|Morningstar Mid-Cap Value Category||5.93||0.99||9.58||7.71||7.20||---|
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: 04/30/2001
Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects Class I-shares performance and operating expenses, and, prior to 5/28/10 the performance and operating expenses of Class A-shares (excluding sales charges). Performance for Class F-shares prior to its inception date would have differed if Class F- operating expenses had been reflected. Since Inception (SI) performance is calculated from 4/30/01.
|# of Holdings||72|
|% in Equities||99|
|% in Foreign Equities||6|
|Beta (3 year)||1.02|
|R Squared (3 year)||0.97|
|FUND||Russell Midcap Value Index|
|EPS Growth Rate||8.7%||9.9%|
|Asset Weighted Market Cap (billions)||$15.0||$19.9|
|Return on Equity||12.7%||13.7%|
|Median Market Cap (billions)||$9.8||$8.6|
Market Cap Header3
|Less than $2 billion||2|
|$2 billion - $5 billion||18|
|$5 billion - $10 billion||27|
|Greater than $10 billion||53|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|9/30/23||10/31/23||10/31/23||-4 0 4|
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