Effective 5/1/19, the Fund (formerly known as the Hartford Schroders US Small/Mid Cap Opportunities Fund) changed its name, 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.
On 10/24/16, the Schroder US Small and Mid Cap Opportunities Fund (the “Predecessor Fund”) was reorganized into the Hartford Schroders US Small/Mid Cap Opportunities Fund, a new Hartford Fund that has substantially the same objective and strategies as the Predecessor Fund. As a result, all data prior to 10/24/16 is that of the Predecessor Fund.
Objective
Seeks capital appreciation.
Overview
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.
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Average Annual Total Returns % (as of 1/31/2020)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Schroders US MidCap Opportunities I | 15.74 | 9.83 | 12.17 | 9.07 | |
| Benchmark | 16.89 | 9.50 | 13.49 | --- | |
| Morningstar Mid-Cap Blend Category | 12.31 | 7.15 | 10.87 | --- | |
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Average Annual Total Returns % (as of 12/31/2019)
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| 1YR | 5YR | 10YR | SI | ||
|---|---|---|---|---|---|
| Hartford Schroders US MidCap Opportunities I | 28.05 | 9.66 | 11.92 | 9.21 | |
| Benchmark | 30.54 | 9.33 | 13.19 | --- | |
| Morningstar Mid-Cap Blend Category | 25.87 | 7.01 | 10.73 | --- | |
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 1/31/2020)
Morningstar Analyst Rating
Morningstar awarded the Fund a Bronze analyst rating on 2/14/191The Morningstar Analyst Rating is not a credit or risk rating. It is a subjective evaluation performed by the manager research analysts of Morningstar. Morningstar evaluates funds based on five key pillars, which are process, performance, people, parent, and price. Analysts use this five pillar evaluation to determine how they believe funds are likely to perform over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors in their research, and the weighting of each pillar may vary. The Analyst Rating scale is Gold, Silver, Bronze, Neutral, Negative. A Morningstar Analyst Rating of Gold, Silver, or Bronze reflects an Analyst’s conviction in a fund’s prospects for outperformance. Analyst Ratings are continuously monitored and reevaluated at least every 14 months. The Morningstar Analyst Rating should not be used as the sole basis in evaluating a mutual fund. Morningstar Analyst Ratings involve unknown risks and uncertainties which may cause Morningstar’s expectations not to occur or to differ significantly from what we expected. For more detailed information about Morningstar’s Analyst rating, including its methodology, please go to hartfordfunds.com/MorningstarAnalystMethodology. ©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.
(as of 1/31/2020)
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Overall
:
Overall, 4 stars, 3-Year, 3 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 363, 363, 292 and 220 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.
©2019 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.:
- 363 Products | Mid-Cap Blend Category
| 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.
| As of Date | 1/31/2020 |
| Net Assets | $865 million |
| # of Holdings | 72 |
| % in Equities | 95 |
| Beta (3 year) | 0.98 |
| R Squared (3 year) | 0.98 |
| Turnover (12/31/2019) | 41% |
| Active Share | 91% |
| Fund | Russell MidCap Index | |
|---|---|---|
| Price/Book | 3.4x | 2.8x |
| Price/Earnings | 20.3x | 20.7x |
| Return on Equity | 12.8% | 12.1% |
| Asset Weighted Market Cap (billions) | $11.3 | $17.8 |
| Median Market Cap (billions) | $9.5 | $8.4 |
| Fund | |
|---|---|
| Alpha (5 Year) | 0.90 |
| Down Capture (5 Year) | 92.70 |
| Information Ratio (5 Year) | 0.12 |
| Sharpe Ratio (5 Year) | 0.75 |
| Up Capture (5 Year) | 97.16 |
| Fund | |
|---|---|
| Less than $2 billion | 0 |
| $2 billion - $5 billion | 10 |
| $5 billion - $10 billion | 45 |
| Greater than $10 billion | 45 |
| Not Classified | 0 |
| Inception Date | 03/31/2006 |
| Symbol | SMDIX |
| CUSIP | 41665H235 |
| Fund Number | 1489 |
Top Ten Holdings (%)
| label | percentageholding |
|---|---|
| Assurant, Inc. | 2.51 |
| Reinsurance Group of America, Inc. | 2.34 |
| Hexcel Corp. | 2.00 |
| Globe Life, Inc. | 1.96 |
| Encompass Health Corp. | 1.93 |
| Commerce Bancshares, Inc. | 1.91 |
| Dolby Laboratories, Inc. | 1.90 |
| Brown & Brown, Inc. | 1.82 |
| Mohawk Industries, Inc. | 1.82 |
| Cooper Cos., Inc. | 1.76 |
| Total Portfolio % | 19.95 |
Sector Exposure
| label | currentpercentage |
|---|---|
| Technology | 19 |
| Financial Services | 19 |
| Producer Durables | 15 |
| Health Care | 12 |
| Consumer Discretionary | 11 |
| Reit | 6 |
| Utilities | 5 |
| Materials & Processing | 5 |
| Cash | 5 |
| Energy | 2 |
| Consumer Staples | 1 |
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Fact Sheet12/31/2019 | pdfThis Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance. |
Expanded Commentary09/30/2019 | pdfCurrent 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 Prospectus03/01/2019 | pdfA concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.
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Hartford Schroders US MidCap Opportunities Fund Pitchbook12/31/2019 | pdfThis Pitchbook reviews the Funds investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
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Semi Annual Report04/30/2019 | pdfA semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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Statutory Prospectus03/01/2019 | pdfAn annual update that includes information about the Funds' investment managers, sub-advisers, and operations.
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Annual Report10/31/2019 | pdfAn annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.
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SAI03/01/2019 | pdfA supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.
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© 2019 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.
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