Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Hartford Schroders US MidCap Opps R4 (HFDSX)

16.72
-0.97
(-5.48%)
At close: April 4 at 8:01:05 PM EDT

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.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 27.59%
Worst 1Y Total Return --
Number of Years Up 6
Number of Years Down 2

Performance & Risk

YTD Return -8.15%
5y Average Return 15.52%
Rank in Category (ytd) 52
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.91
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
HFDSXCategory AverageHFDSXCategory AverageHFDSXCategory Average
Alpha -4.05 -0.06 -1.91 -0.05 -3.59 -0.04
BETA 0.91 0.01 0.92 0.01 0.97 0.01
Mean Annual Return 0.47 0.01 1.28 0.01 0.76 0.01
R-squared 88.49 0.88 87.44 0.85 87.79 0.84
Standard Deviation 16.73 0.23 16.49 0.19 15.94 0.17
Sharpe Ratio 0.07 0.01 0.76 0.01 0.45 0.01
Treynor Ratio -0.28 0.11 13.27 0.11 6.33 0.1

Related Tickers