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Opportunities in Mid-Cap Equities

Second Quarter 2021 

Widespread opportunities in mid-cap equities could mean you might want to consider revisiting your allocation to the asset class.

From our sub-adviser, Wellington Management
Phil Ruedi, CFA
Senior Managing Director at Wellington Management, Equity Portfolio Manager


The “Sweet Spot”

We believe that high quality, market-leading mid-cap companies in the $2 to $10 billion market-cap range represent a sweet spot in the equity market. Mid-cap companies usually have relatively mature operations, strong brands, professional management, solid distribution, and easy access to financing relative to small-cap companies. At the same time, mid-cap companies are often more focused and nimble and commonly have more growth potential than large-cap companies.

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) factors into the investment process may not work as intended.

The views expressed herein are those of Wellington Management, are for informational purposes only, and are subject to change based on prevailing market, economic, and other conditions. The views expressed may not reflect the opinions of Hartford Funds or any other sub-adviser to our funds. They should not be construed as research or investment advice nor should they be considered an offer or solicitation to buy or sell any security. This information is current at the time of writing and may not be reproduced or distributed in whole or in part, for any purpose, without the express written consent of Wellington Management or Hartford Funds.

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