Effective 5/1/19, the Fund changed its principal investment strategy and benchmark. Returns prior to 5/1/19 reflect the performance of the Fund's prior strategy. Please see the Fund’s prospectus for additional information.
Seeks capital appreciation.
A mid-cap fund that seeks companies with compelling business models, strong management teams, and attractive valuation levels.
The portfolio manager is supported by the full resources of Schroders.
Robert Kaynor, CFA
Equity Portfolio Manager
(as of 10/31/2022)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 10/31/2022)
|Hartford Schroders US MidCap Opportunities F||-13.62||-10.18||7.85||7.05||11.33||8.72|
|Morningstar Mid-Cap Blend Category||-14.23||-12.33||8.05||7.07||10.21||---|
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.
|# of Holdings||73|
|Beta (3 year)||0.90|
|R Squared (3 year)||0.97|
|% in Equities||93|
|FUND||Russell MidCap Index|
|Asset Weighted Market Cap (billions)||$17.5||$21.3|
|Return on Equity||16.2%||14.5%|
|Median Market Cap (billions)||$13.9||$9.3|
|Motorola Solutions, Inc.||1.94|
|Arthur J Gallagher & Co.||1.89|
|Rentokil Initial plc||1.88|
|BWX Technologies, Inc.||1.85|
|Total Portfolio %||19.74|
|Less than $2 billion||0|
|$2 billion - $5 billion||3|
|$5 billion - $10 billion||29|
|Greater than $10 billion||68|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|9/30/22||10/31/22||10/31/22||-7 0 7|
Your session has expired. Please login again.