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.
% (as of 8/31/2020)
Average Annual Total Returns % (as of 8/31/2020)
|Hartford Schroders US MidCap Opportunities I||-4.96||3.73||5.60||7.79||11.66||8.38|
|Morningstar Mid-Cap Blend Category||-4.52||4.65||5.49||6.98||10.92||---|
% (as of 6/30/2020)
Average Annual Total Returns % (as of 6/30/2020)
|Hartford Schroders US MidCap Opportunities I||-12.31||-4.86||2.48||5.40||10.94||7.87|
|Morningstar Mid-Cap Blend Category||-12.55||-6.19||2.41||3.86||10.02||---|
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)
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|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|
|Fund||Russell MidCap Index|
|Return on Equity||13.3%||12.7%|
|Asset Weighted Market Cap (billions)||$14.0||$17.4|
|Median Market Cap (billions)||$11.3||$8.4|
|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|
|Less than $2 billion||0|
|$2 billion - $5 billion||7|
|$5 billion - $10 billion||34|
|Greater than $10 billion||59|
Top Ten Holdings (%)
|Alliant Energy Corp.||1.82|
|O'Reilly Automotive, Inc.||1.79|
|Fortune Brands Home & Security, Inc.||1.74|
|Verisk Analytics, Inc.||1.70|
|Encompass Health Corp.||1.67|
|Total Portfolio %||19.44|
|Materials & Processing||4|
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06/30/2020 | pdf
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
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.
A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
06/30/2020 | pdf
This Pitchbook reviews the Funds investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
An annual update that includes information about the Funds' investment managers, sub-advisers, and operations.
An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.