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Domestic Equity fund

Hartford Schroders US MidCap Opportunities Fund    Share Class - SDR (SMDRX)



Key Documents
      Actions

      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.

      Portfolio Management
      Portfolio Manager
      4
      YRS
      MANAGING THIS FUND
      9
      YRS
      AT SCHRODERS
      28
      YRS
      EXPERIENCE IN THIS INDUSTRY

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

      FUND PROCESS VIDEO
      Hartford Schroders US MidCap Opportunities Fund Process Video


      Robert Kaynor, CFA

      Equity Portfolio Manager

      Robert Kaynor video

      Performance

      PERFORMANCE %
       
      CUMULATIVE %
      (as of 5/31/2022)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 5/31/2022)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders US MidCap Opportunities SDR -10.71 -2.98 12.46 8.90 12.29 9.20
      Benchmark -12.87 -6.77 12.87 10.48 12.78 ---
      Morningstar Mid-Cap Blend Category -10.52 -5.45 12.67 9.34 11.44 ---
       
      CUMULATIVE %
      (as of 3/31/2022)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 3/31/2022)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders US MidCap Opportunities SDR -5.35 9.02 13.82 10.48 12.03 9.70
      Benchmark -5.68 6.92 14.89 12.62 12.85 ---
      Morningstar Mid-Cap Blend Category -5.05 5.63 13.50 10.72 11.25 ---

      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: 12/30/14.
      Class SDR-shares performance from 12/30/14 through 10/21/16 reflects the performance and fees and expenses of R6 Class of the predecessor fund Schroder U.S. Small and Mid Cap Opportunities Fund (the "Predecessor Fund") and, prior to 10/30/14, the performance and fees and expenses of the Predecessor Fund's Investor Class. If Class SDR fees and expenses were reflected, performance would have differed. SI performance is calculated from 3/31/06.

      Hartford Schroders US MidCap Opportunities Fund SDR Share Morningstar Ratings
      Morningstar awarded the Fund a
      Bronze analyst rating on 1/28/2022
      The Fund’s Class SDR shares have not been in operation for 10 years. Therefore, the Calendar Year Returns (SDR Shares) chart includes performance and operating expenses of another class. For more information, see the prospectus.

      Characteristics

      FUND ESSENTIALS
      Inception Date 03/31/2006
      Net Assets $735 million
      Total Operating Expenses 0.80%
      Morningstar Category Mid-Cap Blend
      Lipper Classification Mid-Cap Core Funds
      CUSIP 41665H177
      Fund Number 1849
      FUND STATS
      # of Holdings
      76
      Beta (3 year)
      0.82
      R Squared (3 year)
      0.92
      Turnover- (3/31/2022)
      40%
      Active Share
      87%
      % in Equities
      97
      Holdings Characteristics
      FUND Russell MidCap Index
      Price/Earnings
      16.9x 16.0x
      Price/Book
      5.3x 5.6x
      Asset Weighted Market Cap (billions)
      $17.3 $22.5
      Return on Equity
      15.3% 13.6%
      Median Market Cap (billions)
      $14.5 $9.7
      Top Ten Holdings (%)
      Assurant, Inc. 2.77
      Amdocs Ltd. 2.40
      Dolby Laboratories, Inc. 1.85
      IDEX Corp. 1.84
      Arthur J Gallagher & Co. 1.80
      Nordson Corp. 1.79
      Chemed Corp. 1.75
      Hershey Co. 1.75
      Leidos Holdings, Inc. 1.72
      ON Semiconductor Corp. 1.67
      Total Portfolio % 19.34
      Market Cap Distribution (%)

      Market Cap Header3

      Less than $2 billion 0
      $2 billion - $5 billion 4
      $5 billion - $10 billion 30
      Greater than $10 billion 66
      Not Classified 0
      RETURN CHARACTERISTICS
      Alpha (5 Year)
      -0.99
      Down Capture (5 Year)
      97.04
      Information Ratio (5 Year)
      -0.51
      Sharpe Ratio (5 Year)
      0.51
      Up Capture (5 Year)
      92.57
      Sector Exposure (%)

      Exposure Chart Header

      FUND
      BENCHMARK UNDERWEIGHT / OVERWEIGHT

      Exposure Chart Header2

      3/31/22 5/31/22 5/31/22 -5 0 5
      Industrials 21 21 17
      Financials 17 16 13
      Technology 16 16 13
      Cash 3 3 0
      Health Care 10 11 9
      Utilities 7 7 6
      Telecommunications 3 3 2
      Consumer Discretionary 13 13 14
      Energy 5 5 7
      Consumer Staples 2 2 5
      Basic Materials 0 0 4
      Real Estate 4 4 9
      Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.
      distributions and capital gains
      Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
      12/30/2021 19.47 $0.0330 $0.0000 $0.0000 $0.0330
      12/13/2021 19.05 $0.0000 $0.5695 $2.3305 $2.9000
      Past distributions are not indicative of future distributions.

      Fund Literature


      03/31/2022 - PDF (226 KB)
      This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
      This Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
      PDF (4 KB)
      An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
      PDF (4 KB)
      An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
      PDF (13 KB)
      A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
      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. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Integration of environmental, social, and/or governance (ESG) characteristics into the investment process may not work as intended.
      227531

      The material on this site is for informational and educational purposes only. The material should not be considered tax or legal advice and is not to be relied on as a forecast. The material is also not a recommendation or advice regarding any particular security, strategy or product. Hartford Funds does not represent that any products or strategies discussed are appropriate for any particular investor so investors should seek their own professional advice before investing. Hartford Funds does not serve as a fiduciary. Content is current as of the publication date or date indicated, and may be superseded by subsequent market and economic conditions.

      Investing involves risk, including the possible loss of principal. Investors should carefully consider a fund's investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund, or ETF summary prospectus and/or prospectus, which can be obtained from a financial professional and should be read carefully before investing.

      Mutual funds are distributed by Hartford Funds Distributors, LLC (HFD), Member FINRA|SIPC. ETFs are distributed by ALPS Distributors, Inc. (ALPS). Advisory services may be provided by Hartford Funds Management Company, LLC (HFMC) or its wholly owned subsidiary, Lattice Strategies LLC (Lattice). Certain funds are sub-advised by Wellington Management Company LLP and/or Schroder Investment Management North America Inc (SIMNA). Schroder Investment Management North America Ltd. (SIMNA Ltd) serves as a secondary sub-adviser to certain funds. HFMC, Lattice, Wellington Management, SIMNA, and SIMNA Ltd. are all SEC registered investment advisers. Hartford Funds refers to HFD, Lattice, and HFMC, which are not affiliated with any sub-adviser or ALPS. The funds and other products referred to on this Site may be offered and sold only to persons in the United States and its territories.

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