Nasdaq
USD
Hartford Schroders US MidCap Opps A (SMDVX)
20.71
+0.06
(+0.29%)
As of 8:07:36 AM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 15.89% |
|---|---|
| 5y Average Return | 7.43% |
| Number of Years Up | 15 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Nov 6, 2026) | 35.60% |
| Worst 1Y Total Return (Nov 6, 2026) | -- |
| Best 3Y Total Return | 35.60% |
| Worst 3Y Total Return | 4.11% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SMDVX
Category
- YTD
- 18.80%
- 17.04%
- 1-Month
- 3.66%
- -0.01%
- 3-Month
- 1.58%
- 5.47%
- 1-Year
- 22.54%
- 50.44%
- 3-Year
- 19.07%
- 13.15%
- 5-Year
- 8.37%
- 13.75%
- 10-Year
- 10.58%
- 11.35%
- Last Bull Market
- 24.74%
- 25.95%
- Last Bear Market
- -12.81%
- -22.55%
Annual Total Return (%) History
Year
SMDVX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
|
2026
|
2.97% | 14.78% | -3.03% | -- |
|
2025
|
-4.79% | 3.66% | 2.98% | 5.47% |
|
2024
|
9.24% | -3.91% | 7.21% | 2.22% |
|
2023
|
4.79% | 2.32% | -4.71% | 9.98% |
|
2022
|
-5.46% | -12.81% | -2.82% | 9.01% |
|
2021
|
9.31% | 4.98% | 0.87% | 8.52% |
|
2020
|
-26.75% | 19.57% | 5.67% | 17.65% |
|
2019
|
13.17% | 4.14% | 1.37% | 6.90% |
|
2018
|
-2.25% | 1.79% | 4.80% | -14.87% |
|
2017
|
4.47% | 2.60% | 2.38% | 5.06% |
Rank in Category (By Total Return)
| YTD | 14 |
| 1-Month | 29 |
|---|---|
| 3-Month | 18 |
| 1-Year | 10 |
| 3-Year | 43 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | 15.80% |
| 3-Year | 16.85% |
|---|---|
| 5-Year | 7.15% |
| 10-Year | 9.96% |
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.
