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 4/30/2021)
Average Annual Total Returns % (as of 4/30/2021)
|Hartford Schroders US MidCap Opportunities I||15.53||52.34||14.03||13.23||11.51||10.04|
|Morningstar Mid-Cap Blend Category||15.94||61.29||14.22||13.93||10.94||---|
% (as of 3/31/2021)
Average Annual Total Returns % (as of 3/31/2021)
|Hartford Schroders US MidCap Opportunities I||9.40||62.93||11.63||12.33||11.28||9.70|
|Morningstar Mid-Cap Blend Category||10.93||74.76||12.39||13.04||10.72||---|
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 4/30/2021)
Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.
|As of Date||3/31/2021|
|Net Assets||$777 million|
|# of Holdings||73|
|% in Equities||97|
|Beta (3 year)||0.94|
|R Squared (3 year)||0.98|
|Fund||Russell MidCap Index|
|Return on Equity||13.3%||11.6%|
|Asset Weighted Market Cap (billions)||$16.8||$21.4|
|Median Market Cap (billions)||$13.3||$10.6|
|Alpha (5 Year)||-1.38|
|Down Capture (5 Year)||99.85|
|Information Ratio (5 Year)||-0.86|
|Sharpe Ratio (5 Year)||0.76|
|Up Capture (5 Year)||92.69|
|Less than $2 billion||0|
|$2 billion - $5 billion||1|
|$5 billion - $10 billion||28|
|Greater than $10 billion||71|
Top Ten Holdings (%)
|Fortune Brands Home & Security, Inc.||2.16|
|Advance Auto Parts, Inc.||1.87|
|Encompass Health Corp.||1.82|
|Microchip Technology, Inc.||1.76|
|Total Portfolio %||19.63|
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03/31/2021 | pdf
This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
03/31/2021 | pdf
Current quarterly commentary from sub-adviser, Schroders, which includes a performance review, attribution, statistics, and positioning and outlook for the Fund.
A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision.
03/31/2021 | pdf
This Pitchbook reviews the Funds investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
An unaudited six-month record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
A legal document that discloses essential information about a fund, including investment objectives, risks, fees, expenses, fund manager background and other information.
A yearly audited record of a fund's financial status that includes a review of the fund's operations and various financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.