Nasdaq
USD
Hartford Schroders US MidCap Opps A (SMDVX)
20.71
+0.06
(+0.29%)
As of 8:07:36 AM EST. Market Open.
Top 10 Holdings (23.00% of Total Assets)
Sector Weightings
Sector
SMDVX
Industrials
27.62%
Technology
25.31%
Healthcare
10.39%
Financial Services
10.27%
Consumer Cyclical
6.80%
Utilities
5.31%
Energy
4.75%
Real Estate
4.50%
Consumer Defensive
2.22%
Communication Services
1.70%
Basic Materials
1.11%
Overall Portfolio Composition (%)
| Cash | 4.06% |
| Stocks | 95.94% |
|---|---|
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
|---|---|
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | SMDVX | Category Average |
|---|---|---|
|
Price/Earnings
|
0.04 | 23.15 |
|
Price/Book
|
0.25 | 3.13 |
|
Price/Sales
|
0.39 | 1.88 |
|
Price/Cashflow
|
0.06 | 13.3 |
|
Median Market Cap
|
22,779.75 | 11,149.36 |
|
3 Year Earnings Growth
|
8.12 | 9.9 |
Bond Holdings
| Average | SMDVX | Category Average |
|---|---|---|
|
Maturity
|
-- | -- |
|
Duration
|
-- | 0.08 |
|
Credit Quality
|
-- | -- |
Performance & Risk
| YTD Return | 15.89% |
| 5y Average Return | 7.43% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.83 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 1.11B |
| YTD Return | 18.80% |
| Yield | 0.18% |
| Morningstar Rating | |
| Inception Date | Mar 31, 2006 |
Fund Summary
Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The equity securities in which the fund may invest include, but are not limited to, common and preferred stocks. The fund may invest in over-the-counter securities.
