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.
(as of 8/31/2023)
AVERAGE ANNUAL TOTAL RETURNS %
(as of 8/31/2023)
|Hartford Schroders US MidCap Opportunities R5||8.04||8.35||11.00||7.11||10.03||8.82|
|Morningstar Mid-Cap Blend Category||9.31||9.15||10.50||6.53||9.11||---|
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: 10/24/16.
Performance prior to 10/24/16 for Class R5-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 R5 fees and expenses were reflected, performance would have differed. SI performance is calculated from 3/31/06.
|# of Holdings||73|
|Beta (3 year)||0.82|
|R Squared (3 year)||0.95|
|% in Equities||95|
|FUND||Russell MidCap Index|
|Asset Weighted Market Cap (billions)||$18.0||$22.4|
|Return on Equity||16.3%||14.3%|
|Median Market Cap (billions)||$14.3||$10.0|
|BWX Technologies, Inc.||2.12|
|Arthur J Gallagher & Co.||2.02|
|Match Group, Inc.||1.90|
|Ryan Specialty Holdings, Inc.||1.84|
|Rentokil Initial PLC||1.80|
|Encompass Health Corp.||1.79|
|Total Portfolio %||19.37|
Market Cap Header3
|Less than $2 billion||0|
|$2 billion - $5 billion||0|
|$5 billion - $10 billion||33|
|Greater than $10 billion||67|
Alpha (5 Year)
Down Capture (5 Year)
Information Ratio (5 Year)
Sharpe Ratio (5 Year)
Up Capture (5 Year)
|BENCHMARK||UNDERWEIGHT / OVERWEIGHT|
|6/30/23||8/31/23||8/31/23||-5 0 5|
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