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Hartford Schroders US MidCap Opportunities Fund

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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.

Objective

Seeks capital appreciation.

Overview

A mid-cap fund that seeks companies with compelling business models, strong management teams, and attractive valuation levels.

More About Hartford Schroders US MidCap Opportunities Fund 

Robert Kaynor, CFA
Portfolio Manager

The portfolio manager is supported by the full resources of Schroders.

Video Commentaries

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Investment Process (3:24)
Portfolio Manager Bob Kaynor, CFA

  

Performance

Performance (%)
% (as of 8/31/2020)
Average Annual Total Returns % (as of 8/31/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders US MidCap Opportunities  I -4.96 3.73 5.60 7.79 11.66 8.38
Benchmark -0.41 8.73 8.83 9.76 13.11 ---
Morningstar Mid-Cap Blend Category -4.52 4.65 5.49 6.98 10.92 ---
Performance (%)
% (as of 6/30/2020)
Average Annual Total Returns % (as of 6/30/2020)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders US MidCap Opportunities  I -12.31 -4.86 2.48 5.40 10.94 7.87
Benchmark -9.13 -2.24 5.79 6.76 12.35 ---
Morningstar Mid-Cap Blend Category -12.55 -6.19 2.41 3.86 10.02 ---
SI = Since Inception. Fund Inception: 03/31/2006
Operating Expenses:   Net  0.94% |  Gross  0.94%
Performance prior to 10/24/16 for Class I-shares reflects the performance, fees, and expenses of the Investor Class of the predecessor fund Schroder U.S. Small and Mid Cap Opportunities Fund. If Class I fees and expenses were reflected, performance would have differed. SI performance is calculated from 3/31/06.

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 8/31/2020)
[{"date":"Mon Aug 31 00:00:00 EDT 2020","value":"30136.0"},{"date":"Fri Jul 31 00:00:00 EDT 2020","value":"29340.0"},{"date":"Tue Jun 30 00:00:00 EDT 2020","value":"27806.0"},{"date":"Sun May 31 00:00:00 EDT 2020","value":"27845.0"},{"date":"Thu Apr 30 00:00:00 EDT 2020","value":"26253.0"},{"date":"Tue Mar 31 00:00:00 EDT 2020","value":"23243.0"},{"date":"Sat Feb 29 00:00:00 EST 2020","value":"28602.0"},{"date":"Fri Jan 31 00:00:00 EST 2020","value":"31398.0"},{"date":"Tue Dec 31 00:00:00 EST 2019","value":"31709.0"},{"date":"Sat Nov 30 00:00:00 EST 2019","value":"30977.0"},{"date":"Thu Oct 31 00:00:00 EDT 2019","value":"30073.0"},{"date":"Mon Sep 30 00:00:00 EDT 2019","value":"29649.0"},{"date":"Sat Aug 31 00:00:00 EDT 2019","value":"29053.0"},{"date":"Wed Jul 31 00:00:00 EDT 2019","value":"29707.0"},{"date":"Sun Jun 30 00:00:00 EDT 2019","value":"29226.0"},{"date":"Fri May 31 00:00:00 EDT 2019","value":"27417.0"},{"date":"Tue Apr 30 00:00:00 EDT 2019","value":"29111.0"},{"date":"Sun Mar 31 00:00:00 EDT 2019","value":"28033.0"},{"date":"Thu Feb 28 00:00:00 EST 2019","value":"28014.0"},{"date":"Thu Jan 31 00:00:00 EST 2019","value":"27129.0"},{"date":"Mon Dec 31 00:00:00 EST 2018","value":"24762.0"},{"date":"Fri Nov 30 00:00:00 EST 2018","value":"27710.0"},{"date":"Wed Oct 31 00:00:00 EDT 2018","value":"26751.0"},{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"29081.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"29194.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"28480.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"27728.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"27691.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"26977.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"27221.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"27108.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"28593.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"27822.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"27795.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"26870.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"26444.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"25593.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"25908.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"25834.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"25501.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"25223.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"25167.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"25223.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"24520.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"24076.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"23743.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"22597.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"23052.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"22797.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"22670.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"21851.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"22033.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"21487.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"21178.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"19741.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"19377.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"20341.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"21135.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"20792.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"19911.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"20711.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"21690.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"21380.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"21314.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"20923.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"21021.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"20711.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"19650.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"19992.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"19809.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"19391.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"18720.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"19349.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"18511.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"19167.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"18399.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"18106.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"18469.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"18399.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"17576.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"18008.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"17465.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"17164.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"16562.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"15814.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"16171.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"15246.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"15368.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"14833.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"14844.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"14164.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"14075.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"13249.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"12998.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"12925.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"13145.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"12925.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"12632.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"12642.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"12296.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"13198.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"13334.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"13082.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"12652.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"12013.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"12005.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"11923.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"10634.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"11696.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"12459.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"12965.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"13326.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"13460.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"13006.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"12820.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"12366.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"12160.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"11423.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"11332.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"11019.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"10000.0"}]

 
Growth of $10,000
I-Share Morningstar Ratings
(as of 8/31/2020)
  • Overall
    infoIcon:
    Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 364, 364, 292 and 212 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.
    ©2020 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.
    infoIcon:
  • 364 Products | Mid-Cap Blend Category
Based on Risk-Adjusted Returns
Calendar Year Returns (%)
Fund BENCHMARK
2019 28.05 30.54
2018 -11.00 -9.06
2017 15.56 18.52
2016 18.36 13.80
2015 1.74 -2.44
2014 11.02 13.22
2013 35.92 34.76
2012 10.29 17.28
2011 -1.21 -1.55
2010 18.26 25.48

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

CharacteristicsAllocations, exposures and holdings are subject to change. Percentages may be rounded.

Allocations, exposures and holdings are subject to change. Percentages may be rounded.
Statistics
As of Date 8/31/2020
Net Assets $696 million
# of Holdings 78
% in Equities 97
Beta (3 year) 0.95
R Squared (3 year) 0.99
Turnover (6/30/2020) 52%
Active Share 89%
Holdings Characteristics
(as of 8/31/2020)
Fund Russell MidCap Index
Price/Book 3.7x 2.8x
Price/Earnings 21.5x 23.5x
Return on Equity 13.3% 12.7%
Asset Weighted Market Cap (billions) $14.0 $17.4
Median Market Cap (billions) $11.3 $8.4
Return Characteristics
(as of 8/31/2020)
Fund
Alpha (5 Year) -1.37
Down Capture (5 Year) 98.22
Information Ratio (5 Year) -0.72
Sharpe Ratio (5 Year) 0.47
Up Capture (5 Year) 91.71
Market Cap Distribution %
(as of 8/31/2020)
Fund
Less than $2 billion 0
$2 billion - $5 billion 7
$5 billion - $10 billion 34
Greater than $10 billion 59
Not Classified 0
Fund Essentials
Inception Date 03/31/2006
Symbol SMDIX
CUSIP 41665H235
Fund Number 1489

Top Ten Holdings (%)

(as of 8/31/2020)
label percentageholding
Catalent, Inc. 2.58
Assurant, Inc. 2.50
Pentair plc 2.04
PTC, Inc. 1.85
Alliant Energy Corp. 1.82
O'Reilly Automotive, Inc. 1.79
IAC/InterActiveCorp 1.75
Fortune Brands Home & Security, Inc. 1.74
Verisk Analytics, Inc. 1.70
Encompass Health Corp. 1.67
Total Portfolio % 19.44

Sector Exposure

(as of 8/31/2020)
label currentpercentage
Technology 22
Producer Durables 18
Financial Services 14
Health Care 13
Consumer Discretionary 8
Utilities 6
Reit 5
Materials & Processing 4
Consumer Staples 4
Cash 3
Energy 1
Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.

Insights

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07/08/2020
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02/25/2020
By understanding the links between human behavior and the laws of science, we can help companies mitigate the physical risks of climate change.
pdf

The Cyclical Nature of Active & Passive Investing 

02/21/2020
Recent performance has favored passive investing. But a look at the big picture shows how performance moves in cycles and reveals why active management isn't dead.

Literature

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pdf

Fact Sheet

06/30/2020 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Expanded Commentary

06/30/2020 | pdf

Current quarterly commentary from sub-adviser, Schroders, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.

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Summary Prospectus

pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Hartford Schroders US MidCap Opportunities Fund Pitchbook

06/30/2020 | pdf

This Pitchbook reviews the Funds investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.

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Semi Annual Report

pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

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An annual update that includes information about the Funds' investment managers, sub-advisers, and operations.

Annual Report

pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

SAI

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A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.

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.

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