Nasdaq - Delayed Quote USD
Hartford Schroders US MidCap Opps SDR (SMDRX)
19.48
+0.13
+(0.67%)
At close: January 14 at 6:46:18 PM EST
Top 10 Holdings (20.39% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorSMDRX
Industrials 24.87%
Technology 23.25%
Financial Services 14.35%
Healthcare 10.85%
Real Estate 6.53%
Consumer Cyclical 6.15%
Communication Services 4.60%
Energy 3.06%
Consumer Defensive 2.96%
Utilities 2.61%
Basic Materials 0.78%
Overall Portfolio Composition (%)
| Cash | 3.48% |
| Stocks | 96.51% |
| Bonds | 0.00% |
| Others | 0.00% |
| Preferred | 0.00% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 0.00% |
| AAA | -- |
| AA | -- |
| A | -- |
| BBB | -- |
| BB | -- |
| B | -- |
| Below B | -- |
| Other | -- |
Equity Holdings
| Average | SMDRX | Category Average |
|---|---|---|
| Price/Earnings | 0.03 | 23.15 |
| Price/Book | 0.28 | 3.13 |
| Price/Sales | 0.34 | 1.88 |
| Price/Cashflow | 0.06 | 13.3 |
| Median Market Cap | 17,688.45 | 11,149.36 |
| 3 Year Earnings Growth | 12.48 | 9.9 |
Bond Holdings
| Average | SMDRX | Category Average |
|---|---|---|
| Maturity | -- | -- |
| Duration | -- | 0.08 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | -0.62% |
| 5y Average Return | 9.15% |
| Rank in Category (ytd) | 32 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.91 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Blend |
| Fund Family | Hartford Mutual Funds |
| Net Assets | 1.01B |
| YTD Return | 15.44% |
| Yield | 0.42% |
| 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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