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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.

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Financial Advisor Magazine
Portfolio Spotlight:
"When Tough Times Hit, This Fund Doesn’t Quit"

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 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders US Small/Mid Cap Opportunities  I -2.16 8.16 9.00 12.89 10.21 9.22
Benchmark -0.24 12.31 8.15 11.55 10.28 ---
Morningstar Mid-Cap Blend Category -1.01 10.08 6.42 9.94 8.49 ---
Performance (%)
% (as of 3/31/2018)
Average Annual Total Returns % (as of 3/31/2018)
YTD 1YR 3YR 5YR 10YR SI
Hartford Schroders US Small/Mid Cap Opportunities  I -2.16 8.16 9.00 12.89 10.21 9.22
Benchmark -0.24 12.31 8.15 11.55 10.28 ---
Morningstar Mid-Cap Blend Category -1.01 10.08 6.42 9.94 8.49 ---
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

(as of 3/31/2018)
[{"date":"2018/03/31","value":"25770"},{"date":"2018/02/28","value":"25678"},{"date":"2018/01/31","value":"27084"},{"date":"2017/12/31","value":"26362"},{"date":"2017/11/30","value":"26352"},{"date":"2017/10/31","value":"25477"},{"date":"2017/09/30","value":"25094"},{"date":"2017/08/31","value":"24273"},{"date":"2017/07/31","value":"24583"},{"date":"2017/06/30","value":"24510"},{"date":"2017/05/31","value":"24200"},{"date":"2017/04/30","value":"23945"},{"date":"2017/03/31","value":"23890"},{"date":"2017/02/28","value":"23963"},{"date":"2017/01/31","value":"23306"},{"date":"2016/12/31","value":"22869"},{"date":"2016/11/30","value":"22563"},{"date":"2016/10/31","value":"21487"},{"date":"2016/09/30","value":"21917"},{"date":"2016/08/31","value":"21684"},{"date":"2016/07/31","value":"21559"},{"date":"2016/06/30","value":"20787"},{"date":"2016/05/31","value":"20967"},{"date":"2016/04/30","value":"20447"},{"date":"2016/03/31","value":"20160"},{"date":"2016/02/29","value":"18797"},{"date":"2016/01/31","value":"18456"},{"date":"2015/12/31","value":"19388"},{"date":"2015/11/30","value":"20143"},{"date":"2015/10/31","value":"19822"},{"date":"2015/09/30","value":"18972"},{"date":"2015/08/31","value":"19742"},{"date":"2015/07/31","value":"20704"},{"date":"2015/06/30","value":"20399"},{"date":"2015/05/31","value":"20335"},{"date":"2015/04/30","value":"19966"},{"date":"2015/03/31","value":"20062"},{"date":"2015/02/28","value":"19774"},{"date":"2015/01/31","value":"18763"},{"date":"2014/12/31","value":"19100"},{"date":"2014/11/30","value":"18935"},{"date":"2014/10/31","value":"18525"},{"date":"2014/09/30","value":"17897"},{"date":"2014/08/31","value":"18511"},{"date":"2014/07/31","value":"17705"},{"date":"2014/06/30","value":"18334"},{"date":"2014/05/31","value":"17596"},{"date":"2014/04/30","value":"17336"},{"date":"2014/03/31","value":"17692"},{"date":"2014/02/28","value":"17623"},{"date":"2014/01/31","value":"16831"},{"date":"2013/12/31","value":"17255"},{"date":"2013/11/30","value":"16738"},{"date":"2013/10/31","value":"16445"},{"date":"2013/09/30","value":"15879"},{"date":"2013/08/31","value":"15161"},{"date":"2013/07/31","value":"15509"},{"date":"2013/06/30","value":"14617"},{"date":"2013/05/31","value":"14737"},{"date":"2013/04/30","value":"14226"},{"date":"2013/03/31","value":"14248"},{"date":"2013/02/28","value":"13595"},{"date":"2013/01/31","value":"13508"},{"date":"2012/12/31","value":"12725"},{"date":"2012/11/30","value":"12480"},{"date":"2012/10/31","value":"12409"},{"date":"2012/09/30","value":"12633"},{"date":"2012/08/31","value":"12419"},{"date":"2012/07/31","value":"12143"},{"date":"2012/06/30","value":"12153"},{"date":"2012/05/31","value":"11827"},{"date":"2012/04/30","value":"12695"},{"date":"2012/03/31","value":"12827"},{"date":"2012/02/29","value":"12593"},{"date":"2012/01/31","value":"12174"},{"date":"2011/12/31","value":"11571"},{"date":"2011/11/30","value":"11553"},{"date":"2011/10/31","value":"11483"},{"date":"2011/09/30","value":"10244"},{"date":"2011/08/31","value":"11271"},{"date":"2011/07/31","value":"12006"},{"date":"2011/06/30","value":"12500"},{"date":"2011/05/31","value":"12842"},{"date":"2011/04/30","value":"12973"},{"date":"2011/03/31","value":"12540"},{"date":"2011/02/28","value":"12369"},{"date":"2011/01/31","value":"11936"},{"date":"2010/12/31","value":"11734"},{"date":"2010/11/30","value":"11025"},{"date":"2010/10/31","value":"10946"},{"date":"2010/09/30","value":"10640"},{"date":"2010/08/31","value":"9655"},{"date":"2010/07/31","value":"10020"},{"date":"2010/06/30","value":"9517"},{"date":"2010/05/31","value":"10010"},{"date":"2010/04/30","value":"10690"},{"date":"2010/03/31","value":"10453"},{"date":"2010/02/28","value":"9980"},{"date":"2010/01/31","value":"9635"},{"date":"2009/12/31","value":"9951"},{"date":"2009/11/30","value":"9488"},{"date":"2009/10/31","value":"9153"},{"date":"2009/09/30","value":"9458"},{"date":"2009/08/31","value":"9025"},{"date":"2009/07/31","value":"8867"},{"date":"2009/06/30","value":"8246"},{"date":"2009/05/31","value":"8148"},{"date":"2009/04/30","value":"7833"},{"date":"2009/03/31","value":"6956"},{"date":"2009/02/28","value":"6512"},{"date":"2009/01/31","value":"6985"},{"date":"2008/12/31","value":"7429"},{"date":"2008/11/30","value":"7202"},{"date":"2008/10/31","value":"7793"},{"date":"2008/09/30","value":"9419"},{"date":"2008/08/31","value":"10621"},{"date":"2008/07/31","value":"10483"},{"date":"2008/06/30","value":"10463"},{"date":"2008/05/31","value":"11212"},{"date":"2008/04/30","value":"10719"},{"date":"2008/03/31","value":"10000"}]

 
Growth of $10,000

Reflects Class A, excluding sales charges. If sales charges and taxes had been included, the value would have been lower. Results for other classes will vary.

I-Share Morningstar Ratings
(as of 3/31/2018)
  • Overall
    infoIcon:
  • Overall Morningstar Rating for Schroders US Small/Mid Cap Opportunities Fund, Class I, as of 3/31/2018 out of 356 products in the Mid-Cap Blend Category Based on Risk-Adjusted Returns
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 3/31/2018
Net Assets $943 million
# of Holdings 114
% in Equities 92%
Turnover (3/31/2018) 37%
Holdings Characteristics
(as of 3/31/2018)
Fund Russell 2500 Index
Asset Weighted Market Cap $ 8.1 billion $ 5.3 billion
Median Market Cap $ 6.5 billion $ 1.2 billion
Price/Book 8.6x 7.9x
Price/Earnings 20.89 41.92
Return on Equity 15.2% 9.2%
Return Characteristics
(as of 3/31/2018)
Fund
Alpha 3.55
Beta (3 years) 0.75
Down Capture 72.61
Information Ratio 0.37
R Squared (3 years) 90.56
Sharpe Ratio 1.28
Up Capture 87.76
Market Cap Distribution %
(as of 03/31/2018)
Less than $2 billion 3.0
$2 billion - $5 billion 21.9
$5 billion - $10 billion 51.2
Greater than $10 billion 23.9
Fund Essentials
Inception Date 03/31/2006
Symbol SMDIX
CUSIP 41665H235
Fund Number 1489

Top Ten Holdings (%)

(as of 3/31/2018)
label percentageholding
Advance Auto Parts, Inc. 2.43
KAR Auction Services, Inc. 2.32
Aramark 1.69
Hexcel Corp. 1.49
Arthur J Gallagher & Co. 1.42
Catalent, Inc. 1.38
Arrow Electronics, Inc. 1.34
Equity LifeStyle Properties, Inc. 1.33
iShares Russell 2000 ETF 1.33
Reinsurance Group of America, Inc. 1.31
Total Portfolio % 16.04

Sector Exposure

(as of 3/31/2018)
label currentpercentage
Financial Services 19%
Producer Durables 17%
Consumer Discretionary 14%
Technology 12%
Health Care 9%
Cash and Cash Equivalents 8%
Materials & Processing 7%
Real Estate 4%
Utilities 3%
Energy 3%
Consumer Staples 3%
Other 2%

Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.

Insights

pdf

The 5-Minute Forecast 2Q18 

Wed Apr 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

3 Reasons for the Market Sell-Off 

Thu Feb 08 10:00:00 EST 2018
The market is recalibrating to a new environment.
pdf

Hartford Schroders US Small/Mid Cap Opportunities Fund Outlook & Commentary 

Sun Dec 31 14:59:00 EST 2017
Head of US Equities Management Schroders, Fred Schaefer, provides a review of the Fund's 4Q17 performance and outlook.

Literature

Fund Literature

Select All

Fact Sheet

03/31/2018 | pdf
Get FINRA Letter

Max 100

Commentary

03/31/2018 | pdf

Max 100

Summary Prospectus

03/01/2018 | pdf

Available For
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Pitchbook

03/31/2018 | pdf

Available For
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Semi Annual Report

04/30/2017 | pdf

Available For
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Statutory Prospectus

03/01/2018 | pdf

Available For
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Annual Report

10/31/2017 | pdf

Available For
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Flyer

12/31/2017 | pdf

Max 10

SAI

03/01/2017 | pdf

Available For
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A WORD ABOUT RISK

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.

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