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Why Mid Caps?
Mid-cap companies are often in their growth phase with more established business models and management teams
Combining Distinct Company Types
Seeks three types of companies with distinct objectives: capital growth, lower downside volatility, and idiosyncratic growth
Sub-advised by Schroders
With 200+ years of experience, Schroders actively invests across public and private markets around the globe
Objective: Seeks capital appreciation.
Portfolio Management
Portfolio Manager
8
YRS
MANAGING THIS FUND
13
YRS
AT SCHRODERS
32
YRS
EXPERIENCE IN THIS INDUSTRY
Portfolio Manager
3
YRS
MANAGING THIS FUND
13
YRS
AT SCHRODERS
25
YRS
EXPERIENCE IN THIS INDUSTRY
The portfolio managers are supported by the full resources of Schroders.
Performance
PERFORMANCE %
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: 03/31/2006
Share Class Inception: 2/28/17.
Class F-shares performance prior to 2/28/17 reflects the performance and operating expenses of Class I-shares, and prior to 10/24/16, the performance and operating expenses of the Investor Class of the predecessor fund, Schroder US Small and Mid Cap Opportunities Fund. 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 3/31/06.
Hartford Schroders US MidCap Opportunities Fund F Share Morningstar Ratings
overall
(as of 6/30/2026)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 365, 365, 345 and 264 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
365 PRODUCTS
|
Mid-Cap Blend Category
Based on Risk-Adjusted Returns
3 YEAR
(as of 6/30/2026)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 365, 365, 345 and 264 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
365 PRODUCTS
|
Mid-Cap Blend Category
Based on Risk-Adjusted Returns
5 YEAR
(as of 6/30/2026)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 365, 365, 345 and 264 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
345 PRODUCTS
|
Mid-Cap Blend Category
Based on Risk-Adjusted Returns
10 YEAR
(as of 6/30/2026)
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 365, 365, 345 and 264 products, respectively. Morningstar RatingTM
is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures
. Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
©2026 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
264 PRODUCTS
|
Mid-Cap Blend Category
Based on Risk-Adjusted Returns
The Fund’s Class F shares have not been in operation for 10 years. Therefore, the Calendar Year Returns (F Shares) chart includes performance and operating expenses of another class. For more information, see the prospectus.
Characteristics
FUND STATS (as of 5/31/2026)
| # of Holdings | 68 |
|---|---|
| Beta (3 year) | 0.83 |
| R Squared (3 year) | 0.91 |
| Turnover | 62% |
| Active Share | 89% |
| % in Equities | 97 |
Holdings Characteristics (as of 5/31/2026)
| FUND | Russell Midcap Index | |
|---|---|---|
| Price/Earnings | 19.3x | 18.1x |
| Price/Book | 3.9x | 3.3x |
| Asset Weighted Market Cap (billions) | $34.8 | $42.1 |
| Return on Equity | 17.6% | 16.5% |
| Median Market Cap (billions) | $20.6 | $12.4 |
Top Ten Holdings (%)
(as of 5/31/2026)
| Aramark | 3.01 |
| Assurant, Inc. | 2.09 |
| Twilio, Inc. | 2.08 |
| Snowflake, Inc. | 2.02 |
| West Pharmaceutical Services, Inc. | 1.98 |
| Marvell Technology, Inc. | 1.97 |
| Burlington Stores, Inc. | 1.95 |
| TechnipFMC PLC | 1.93 |
| Sandisk Corp. | 1.90 |
| Mettler-Toledo International, Inc. | 1.86 |
| Total Portfolio % | 20.79 |
Market Cap Distribution (%) (as of 5/31/2026)
| Less than $2 billion | 0 | |
| $2 billion - $5 billion | 1 | |
| $5 billion - $10 billion | 9 | |
| Greater than $10 billion | 90 | |
| Not Classified | 0 | |
RETURN CHARACTERISTICS (as of 6/30/2026)
|
Alpha (5 Year)
|
1.67 |
|
Down Capture (5 Year)
|
78.11 |
|
Information Ratio (5 Year)
|
0.24 |
|
Sharpe Ratio (5 Year)
|
0.44 |
|
Up Capture (5 Year)
|
87.38 |
Sector Exposure (%)
FUND |
BENCHMARK | UNDERWEIGHT / OVERWEIGHT | |||||
|---|---|---|---|---|---|---|---|
| 3/31/26 | 5/31/26 | 5/31/26 | -5 0 5 | ||||
| Industrials | 28 | 24 | 19 | ||||
| Consumer Discretionary | 15 | 12 | 10 | ||||
| Energy | 6 | 6 | 6 | ||||
| Financials | 11 | 12 | 13 | ||||
| Utilities | 6 | 5 | 6 | ||||
| Health Care | 5 | 7 | 9 | ||||
| Real Estate | 5 | 5 | 7 | ||||
| Consumer Staples | 2 | 2 | 4 | ||||
Based on Global Industry Classification Standard (GICS), which was developed by and is the exclusive property and a service mark of MSCI Inc. (MSCI) and Standard & Poor's, a division of The McGraw-Hill Companies, Inc. (S&P). Excludes cash. May not total to 100% due to rounding and/or pooled vehicle allocations.
Past distributions are not indicative of future distributions.
Insights
Resources
Literature
Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Mid-cap securities can have greater risks and volatility than large-cap securities. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Financially material environmental, social and/or governance (ESG) characteristics are one of several factors that may be considered. The Fund may perform differently from funds that do not integrate ESG into their analysis.
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