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

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.

Hartford Schroders US MidCap Opps I

Hartford CT 06104-2999
P O Box 2999

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 Operations

Last Dividend 0.07
Last Cap Gain 17.00
Holdings Turnover 34.00%
Average for Category --

Fees & Expenses

Expense SMDIX Category Average
Annual Report Expense Ratio (net) 0.91% 0.94%
Prospectus Net Expense Ratio 0.91% --
Prospectus Gross Expense Ratio 0.91% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.32%
Max Deferred Sales Load -- 1.16%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Joanna Wald, Portfolio Manager and Head of Research, US Small and Mid Cap Equities of Schroders, has been involved with research and portfolio management at Schroders since 2013. She has managed the MainStay VP Schroders Mid Cap Opportunities Portfolio since 2024. Ms. Wald joined Schroders as an Equity Analyst in 2013. Prior to joining Schroders, Ms. Wald was an Equity Analyst at Ballast Capital Management from 2010 to 2013, and prior to this, Ms. Wald was an Equity Analyst for Ramius Capital Group.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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