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Hartford Schroders US Small/Mid Cap Opportunities Fund

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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 small- and mid-cap fund that seeks companies with compelling business models, strong management teams, and attractive valuation levels.

Hartford Schroders US Small/MidCap Opportunities Fund Update

Monthly portfolio review and outlook

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More About Hartford Schroders US Small MidCap Opportunities Fund 

Performance

Performance (%)
% (as of 11/30/2018)
Average Annual Total Returns % (as of 11/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders US Small/Mid Cap Opportunities  I -0.41 -0.31 9.45 9.67 14.09 8.87
Benchmark 1.07 1.41 10.02 8.16 15.08 ---
Morningstar Mid-Cap Blend Category -1.35 -0.62 7.84 6.58 13.40 ---
Performance (%)
% (as of 9/30/2018)
Average Annual Total Returns % (as of 9/30/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders US Small/Mid Cap Opportunities  I 4.52 9.97 13.46 11.92 11.60 9.41
Benchmark 10.41 16.19 16.13 11.37 12.02 ---
Morningstar Mid-Cap Blend Category 5.81 11.59 12.61 9.32 10.38 ---
SI = Since Inception. Fund Inception: 03/31/2006
Operating Expenses:   Net  1.05% |  Gross  1.05%
Performance prior to 10/24/16 for Class I-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 I fees and expenses were reflected, performance would have differed. SI performance is calculated from 3/31/06.

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 10/31/2018)
[{"date":"Wed Oct 31 00:00:00 EDT 2018","value":"33305.0"},{"date":"Sun Sep 30 00:00:00 EDT 2018","value":"36205.0"},{"date":"Fri Aug 31 00:00:00 EDT 2018","value":"36345.0"},{"date":"Tue Jul 31 00:00:00 EDT 2018","value":"35457.0"},{"date":"Sat Jun 30 00:00:00 EDT 2018","value":"34521.0"},{"date":"Thu May 31 00:00:00 EDT 2018","value":"34474.0"},{"date":"Mon Apr 30 00:00:00 EDT 2018","value":"33586.0"},{"date":"Sat Mar 31 00:00:00 EDT 2018","value":"33890.0"},{"date":"Wed Feb 28 00:00:00 EST 2018","value":"33749.0"},{"date":"Wed Jan 31 00:00:00 EST 2018","value":"35597.0"},{"date":"Sun Dec 31 00:00:00 EST 2017","value":"34638.0"},{"date":"Thu Nov 30 00:00:00 EST 2017","value":"34604.0"},{"date":"Tue Oct 31 00:00:00 EDT 2017","value":"33452.0"},{"date":"Sat Sep 30 00:00:00 EDT 2017","value":"32923.0"},{"date":"Thu Aug 31 00:00:00 EDT 2017","value":"31863.0"},{"date":"Mon Jul 31 00:00:00 EDT 2017","value":"32254.0"},{"date":"Fri Jun 30 00:00:00 EDT 2017","value":"32162.0"},{"date":"Wed May 31 00:00:00 EDT 2017","value":"31748.0"},{"date":"Sun Apr 30 00:00:00 EDT 2017","value":"31402.0"},{"date":"Fri Mar 31 00:00:00 EDT 2017","value":"31333.0"},{"date":"Tue Feb 28 00:00:00 EST 2017","value":"31402.0"},{"date":"Tue Jan 31 00:00:00 EST 2017","value":"30527.0"},{"date":"Sat Dec 31 00:00:00 EST 2016","value":"29974.0"},{"date":"Wed Nov 30 00:00:00 EST 2016","value":"29560.0"},{"date":"Mon Oct 31 00:00:00 EDT 2016","value":"28133.0"},{"date":"Fri Sep 30 00:00:00 EDT 2016","value":"28699.0"},{"date":"Wed Aug 31 00:00:00 EDT 2016","value":"28382.0"},{"date":"Sun Jul 31 00:00:00 EDT 2016","value":"28223.0"},{"date":"Thu Jun 30 00:00:00 EDT 2016","value":"27204.0"},{"date":"Tue May 31 00:00:00 EDT 2016","value":"27431.0"},{"date":"Sat Apr 30 00:00:00 EDT 2016","value":"26751.0"},{"date":"Thu Mar 31 00:00:00 EDT 2016","value":"26366.0"},{"date":"Mon Feb 29 00:00:00 EST 2016","value":"24577.0"},{"date":"Sun Jan 31 00:00:00 EST 2016","value":"24124.0"},{"date":"Thu Dec 31 00:00:00 EST 2015","value":"25324.0"},{"date":"Mon Nov 30 00:00:00 EST 2015","value":"26312.0"},{"date":"Sat Oct 31 00:00:00 EDT 2015","value":"25886.0"},{"date":"Wed Sep 30 00:00:00 EDT 2015","value":"24789.0"},{"date":"Mon Aug 31 00:00:00 EDT 2015","value":"25784.0"},{"date":"Fri Jul 31 00:00:00 EDT 2015","value":"27003.0"},{"date":"Tue Jun 30 00:00:00 EDT 2015","value":"26617.0"},{"date":"Sun May 31 00:00:00 EDT 2015","value":"26536.0"},{"date":"Thu Apr 30 00:00:00 EDT 2015","value":"26048.0"},{"date":"Tue Mar 31 00:00:00 EDT 2015","value":"26170.0"},{"date":"Sat Feb 28 00:00:00 EST 2015","value":"25784.0"},{"date":"Sat Jan 31 00:00:00 EST 2015","value":"24463.0"},{"date":"Wed Dec 31 00:00:00 EST 2014","value":"24890.0"},{"date":"Sun Nov 30 00:00:00 EST 2014","value":"24662.0"},{"date":"Fri Oct 31 00:00:00 EDT 2014","value":"24141.0"},{"date":"Tue Sep 30 00:00:00 EDT 2014","value":"23306.0"},{"date":"Sun Aug 31 00:00:00 EDT 2014","value":"24089.0"},{"date":"Thu Jul 31 00:00:00 EDT 2014","value":"23046.0"},{"date":"Mon Jun 30 00:00:00 EDT 2014","value":"23863.0"},{"date":"Sat May 31 00:00:00 EDT 2014","value":"22907.0"},{"date":"Wed Apr 30 00:00:00 EDT 2014","value":"22542.0"},{"date":"Mon Mar 31 00:00:00 EDT 2014","value":"22994.0"},{"date":"Fri Feb 28 00:00:00 EST 2014","value":"22907.0"},{"date":"Fri Jan 31 00:00:00 EST 2014","value":"21881.0"},{"date":"Tue Dec 31 00:00:00 EST 2013","value":"22420.0"},{"date":"Sat Nov 30 00:00:00 EST 2013","value":"21744.0"},{"date":"Thu Oct 31 00:00:00 EDT 2013","value":"21369.0"},{"date":"Mon Sep 30 00:00:00 EDT 2013","value":"20619.0"},{"date":"Sat Aug 31 00:00:00 EDT 2013","value":"19689.0"},{"date":"Wed Jul 31 00:00:00 EDT 2013","value":"20133.0"},{"date":"Sun Jun 30 00:00:00 EDT 2013","value":"18981.0"},{"date":"Fri May 31 00:00:00 EDT 2013","value":"19133.0"},{"date":"Tue Apr 30 00:00:00 EDT 2013","value":"18467.0"},{"date":"Sun Mar 31 00:00:00 EDT 2013","value":"18481.0"},{"date":"Thu Feb 28 00:00:00 EST 2013","value":"17634.0"},{"date":"Thu Jan 31 00:00:00 EST 2013","value":"17523.0"},{"date":"Mon Dec 31 00:00:00 EST 2012","value":"16495.0"},{"date":"Fri Nov 30 00:00:00 EST 2012","value":"16183.0"},{"date":"Wed Oct 31 00:00:00 EDT 2012","value":"16091.0"},{"date":"Sun Sep 30 00:00:00 EDT 2012","value":"16365.0"},{"date":"Fri Aug 31 00:00:00 EDT 2012","value":"16091.0"},{"date":"Tue Jul 31 00:00:00 EDT 2012","value":"15726.0"},{"date":"Sat Jun 30 00:00:00 EDT 2012","value":"15739.0"},{"date":"Thu May 31 00:00:00 EDT 2012","value":"15308.0"},{"date":"Mon Apr 30 00:00:00 EDT 2012","value":"16431.0"},{"date":"Sat Mar 31 00:00:00 EDT 2012","value":"16600.0"},{"date":"Wed Feb 29 00:00:00 EST 2012","value":"16287.0"},{"date":"Tue Jan 31 00:00:00 EST 2012","value":"15752.0"},{"date":"Sat Dec 31 00:00:00 EST 2011","value":"14956.0"},{"date":"Wed Nov 30 00:00:00 EST 2011","value":"14946.0"},{"date":"Mon Oct 31 00:00:00 EDT 2011","value":"14844.0"},{"date":"Fri Sep 30 00:00:00 EDT 2011","value":"13239.0"},{"date":"Wed Aug 31 00:00:00 EDT 2011","value":"14561.0"},{"date":"Sun Jul 31 00:00:00 EDT 2011","value":"15511.0"},{"date":"Thu Jun 30 00:00:00 EDT 2011","value":"16141.0"},{"date":"Tue May 31 00:00:00 EDT 2011","value":"16590.0"},{"date":"Sat Apr 30 00:00:00 EDT 2011","value":"16757.0"},{"date":"Thu Mar 31 00:00:00 EDT 2011","value":"16192.0"},{"date":"Mon Feb 28 00:00:00 EST 2011","value":"15961.0"},{"date":"Mon Jan 31 00:00:00 EST 2011","value":"15396.0"},{"date":"Fri Dec 31 00:00:00 EST 2010","value":"15139.0"},{"date":"Tue Nov 30 00:00:00 EST 2010","value":"14221.0"},{"date":"Sun Oct 31 00:00:00 EDT 2010","value":"14108.0"},{"date":"Thu Sep 30 00:00:00 EDT 2010","value":"13719.0"},{"date":"Tue Aug 31 00:00:00 EDT 2010","value":"12450.0"},{"date":"Sat Jul 31 00:00:00 EDT 2010","value":"12915.0"},{"date":"Wed Jun 30 00:00:00 EDT 2010","value":"12261.0"},{"date":"Mon May 31 00:00:00 EDT 2010","value":"12889.0"},{"date":"Fri Apr 30 00:00:00 EDT 2010","value":"13756.0"},{"date":"Wed Mar 31 00:00:00 EDT 2010","value":"13455.0"},{"date":"Sun Feb 28 00:00:00 EST 2010","value":"12852.0"},{"date":"Sun Jan 31 00:00:00 EST 2010","value":"12399.0"},{"date":"Thu Dec 31 00:00:00 EST 2009","value":"12802.0"},{"date":"Mon Nov 30 00:00:00 EST 2009","value":"12198.0"},{"date":"Sat Oct 31 00:00:00 EDT 2009","value":"11771.0"},{"date":"Wed Sep 30 00:00:00 EDT 2009","value":"12161.0"},{"date":"Mon Aug 31 00:00:00 EDT 2009","value":"11595.0"},{"date":"Fri Jul 31 00:00:00 EDT 2009","value":"11394.0"},{"date":"Tue Jun 30 00:00:00 EDT 2009","value":"10603.0"},{"date":"Sun May 31 00:00:00 EDT 2009","value":"10477.0"},{"date":"Thu Apr 30 00:00:00 EDT 2009","value":"10063.0"},{"date":"Tue Mar 31 00:00:00 EDT 2009","value":"8932.0"},{"date":"Sat Feb 28 00:00:00 EST 2009","value":"8354.0"},{"date":"Sat Jan 31 00:00:00 EST 2009","value":"8970.0"},{"date":"Wed Dec 31 00:00:00 EST 2008","value":"9535.0"},{"date":"Sun Nov 30 00:00:00 EST 2008","value":"9234.0"},{"date":"Fri Oct 31 00:00:00 EDT 2008","value":"10000.0"}]

 
Growth of $10,000

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Morningstar Analyst Rating

silver

Morningstar awarded the Fund a Silver analyst rating on 6/20/181

View Morningstar Analyst Report

I-Share Morningstar Ratings
(as of 11/30/2018)
  • Overall
    infoIcon:
Calendar Year Returns (%)
Fund Benchmark
2017 15.56 16.81
2016 18.36 17.59
2015 1.74 -2.90
2014 11.02 7.07
2013 35.92 36.80
2012 10.29 17.88
2011 -1.21 -2.51
2010 18.26 26.71
2009 34.26 34.39
2008 -32.35 -36.79

Excludes sales charges. If sales charges and taxes had been included, the value would have been lower.

Characteristics Holdings are subject to change. Percentages may be rounded.

Statistics
As of Date 10/31/2018
Net Assets $1.0 billion
# of Holdings 111
% in Equities 89
Beta (3 year) 0.75
R Squared (3 year) 0.91
Turnover (9/30/2018) 37%
Holdings Characteristics
(as of 10/31/2018)
Fund Russell 2500 Index
Price/Earnings 14.5x 18.6x
Price/Book 3.5x 28.1x
Return on Equity 15.3% 8.0%
Asset Weighted Market Cap (billions) $8.1 $4.8
Median Market Cap (billions) $6.0 $1.2
Return Characteristics
(as of 10/31/2018)
Fund
Alpha (5 Year) 2.52
Down Capture (5 Year) 69.83
Information Ratio (5 Year) 0.24
Sharpe Ratio (5 Year) 0.88
Up Capture (5 Year) 85.03
Market Cap Distribution %
(as of 10/31/2018)
Less than $2 billion 3
$2 billion - $5 billion 26
$5 billion - $10 billion 50
Greater than $10 billion 20
Not Classified 0
Fund Essentials
Inception Date 03/31/2006
Symbol SMDIX
CUSIP 41665H235
Fund Number 1489

Top Ten Holdings (%)

(as of 10/31/2018)
label percentageholding
Aramark 2.23
iShares Russell 2000 ETF 2.09
Advance Auto Parts, Inc. 1.67
Equity LifeStyle Properties, Inc. 1.59
Leidos Holdings, Inc. 1.58
Catalent, Inc. 1.50
KAR Auction Services, Inc. 1.45
Reinsurance Group of America, Inc. 1.42
Arthur J Gallagher & Co. 1.40
Lamar Advertising Co. 1.38
Total Portfolio % 16.31

Sector Exposure

(as of 10/31/2018)
label currentpercentage
Financial Services 17
Producer Durables 15
Consumer Discretionary 14
Technology 14
Health Care 8
Materials & Processing 8
Cash 8
Reit 5
ETFs & Futures 3
Utilities 3
Energy 3
Consumer Staples 2
Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.

Insights

pdf

The 5-Minute Forecast 4Q18 

Thu Oct 18 11:24:00 EDT 2018
A concise summary of the Hartford Funds Multi-Asset Team’s views on the main challenges facing investors: Growth, Income, Volatility, Inflation, and Taxes.
pdf

Environmental, Social, and Governance Policy for Listed Assets 

Wed Sep 12 09:30:00 EDT 2018
A detailed explanation of Schroders Investment Management's approach to ESG.
pdf

Client Conversations: When Will the Good Times End? 

Wed Aug 22 10:00:00 EDT 2018
Congrats, bull market. You’re the longest in US history. But you can’t run forever.

Literature

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pdf

Fact Sheet

09/30/2018 | pdf

This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.

View FINRA Letter

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Expanded Commentary

09/30/2018 | pdf

Current 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 Prospectus

03/01/2018 | pdf

A concise summary of the Fund’s investment strategy, performance, expenses, risks, and management team.

Pitchbook

09/30/2018 | pdf

This Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.

Semi Annual Report

04/30/2018 | pdf

A semi-annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

Statutory Prospectus

03/01/2018 | pdf

An annual update that includes information about the Funds' investment managers, sub-advisers, and operations.

Annual Report

10/31/2017 | pdf

An annual update on the Fund that includes a manager discussion of the Fund’s performance and financial statements.

SAI

03/01/2018 | pdf

A supplementary document to the Fund’s prospectus that includes additional information about the Fund and its operations.

Important Risks: Investing involves risk, including the possible loss of principal. There is no guarantee a fund will achieve its stated objective. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Small- and mid-cap securities can have greater risks and volatility than large-cap securities. • The main risk of real estate related securities is that the value of the underlying real estate may decrease in value.

1 The 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.

© 2018 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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