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Hartford MidCap HLS IB (HBMCX)

23.49
+2.26
+(10.65%)
At close: 8:03:59 PM EDT
Loading Chart for HBMCX
  • Previous Close 21.23
  • YTD Return -9.33%
  • Expense Ratio 0.98%
  • Category Mid-Cap Growth
  • Last Cap Gain 38.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 728.84M
  • Beta (5Y Monthly) 1.16
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 75.00%
  • Last Dividend 0.19
  • Inception Date Nov 9, 1999

The fund seeks its investment objective by investing primarily in stocks selected by the sub-adviser, Wellington Management Company LLP. It normally invests at least 80% of its assets in common stocks of mid-capitalization companies. The advisor favors companies that the advisor believes are high-quality. The manager defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

Hartford Mutual Funds

Fund Family

Mid-Cap Growth

Fund Category

728.84M

Net Assets

1999-11-09

Inception Date

Performance Overview: HBMCX

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Trailing returns as of 4/7/2025. Category is Mid-Cap Growth.

YTD Return

HBMCX
9.33%
Category
10.80%
 

1-Year Return

HBMCX
10.92%
Category
48.17%
 

3-Year Return

HBMCX
2.46%
Category
21.26%
 

5-Year Return

HBMCX
8.48%
Category
20.18%
 

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Holdings: HBMCX

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Sector Weightings

SectorHBMCX
Technology   31.17%
Industrials   15.87%
Healthcare   10.01%
Energy   4.38%
Utilities   2.49%
Real Estate   0.64%

Recent News: HBMCX

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Research Reports: HBMCX

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