Nasdaq - Delayed Quote USD
Hartford Schroders US MidCap Opps I (SMDIX)
19.43
+0.13
+(0.67%)
At close: January 14 at 6:47:01 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -0.67% |
| 5y Average Return | 9.06% |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Jan 13, 2025) | 35.92% |
| Worst 1Y Total Return (Jan 13, 2025) | -- |
| Best 3Y Total Return | 35.92% |
| Worst 3Y Total Return | 4.40% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
SMDIX
Category
- YTD
- 15.37%
- 17.04%
- 1-Month
- -4.92%
- -0.01%
- 3-Month
- 2.34%
- 5.47%
- 1-Year
- 15.37%
- 50.44%
- 3-Year
- 4.40%
- 13.15%
- 5-Year
- 9.37%
- 13.75%
- 10-Year
- 9.52%
- 11.35%
- Last Bull Market
- 17.17%
- 25.95%
- Last Bear Market
- -12.75%
- -22.55%
Annual Total Return (%) History
Year
SMDIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 9.28% | -3.82% | 7.26% | 2.34% |
| 2023 | 4.86% | 2.43% | -4.70% | 10.07% |
| 2022 | -5.41% | -12.75% | -2.75% | 9.07% |
| 2021 | 9.40% | 5.04% | 0.93% | 8.60% |
| 2020 | -26.70% | 19.63% | 5.80% | 17.67% |
| 2019 | 13.21% | 4.26% | 1.45% | 6.95% |
| 2018 | -2.16% | 1.86% | 4.88% | -14.85% |
| 2017 | 4.53% | 2.65% | 2.36% | 5.21% |
| 2016 | 4.11% | 3.18% | 5.50% | 4.44% |
| 2015 | 5.14% | 1.71% | -6.87% | 2.16% |
| 2014 | 2.56% | 3.78% | -2.33% | 6.79% |
| 2013 | 12.04% | 2.70% | 8.63% | 8.74% |
| 2012 | 10.99% | -5.19% | 3.98% | 0.79% |
| 2011 | 6.96% | -0.32% | -17.98% | 12.97% |
| 2010 | 5.10% | -8.87% | 11.89% | 10.35% |
| 2009 | -6.32% | 18.71% | 14.69% | 5.27% |
| 2008 | -9.09% | 4.71% | -9.93% | -21.10% |
| 2007 | 3.67% | 7.80% | 1.85% | -1.05% |
| 2006 | -4.20% | 3.76% | 7.10% | -- |
Rank in Category (By Total Return)
| YTD | 33 |
| 1-Month | 6 |
| 3-Month | 15 |
| 1-Year | 33 |
| 3-Year | 43 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | 15.37% |
| 3-Year | 4.40% |
| 5-Year | 9.37% |
| 10-Year | 9.52% |
Performance & Risk
| YTD Return | -0.67% |
| 5y Average Return | 9.06% |
| Rank in Category (ytd) | 33 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 1.01B |
| YTD Return | 15.37% |
| Yield | 0.33% |
| Morningstar Rating | |
| Inception Date | Oct 24, 2016 |
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 fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.
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