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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 14 |
| Number of Years Down | 4 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| SMDIX | Category Average | SMDIX | Category Average | SMDIX | Category Average | |
| Alpha | -3.84 | -0.06 | -4.24 | -0.05 | -2.77 | -0.04 |
| BETA | 0.9 | 0.01 | 0.98 | 0.01 | 0.97 | 0.01 |
| Mean Annual Return | 0.47 | 0.01 | 0.9 | 0.01 | 0.87 | 0.01 |
| R-squared | 88.15 | 0.88 | 88.14 | 0.85 | 87.35 | 0.84 |
| Standard Deviation | 16.73 | 0.23 | 19 | 0.19 | 15.85 | 0.17 |
| Sharpe Ratio | 0.09 | 0.01 | 0.43 | 0.01 | 0.54 | 0.01 |
| Treynor Ratio | 0.15 | 0.11 | 6.87 | 0.11 | 7.92 | 0.1 |
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