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

Performance Overview

Morningstar Return Rating --
YTD Return -0.62%
5y Average Return 9.15%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Jan 13, 2025) 28.12%
Worst 1Y Total Return (Jan 13, 2025) --
Best 3Y Total Return 28.12%
Worst 3Y Total Return 4.50%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
SMDRX
Category
YTD
15.44%
17.04%
1-Month
-4.96%
-0.01%
3-Month
2.33%
5.47%
1-Year
15.44%
50.44%
3-Year
4.50%
13.15%
5-Year
9.45%
13.75%
10-Year
9.61%
11.35%
Last Bull Market
17.23%
25.95%
Last Bear Market
-12.72%
-22.55%

Annual Total Return (%) History

Year
SMDRX
Category
2024
15.44%
--
2023
12.80%
--
2022
-12.37%
--
2021
25.99%
--
2020
9.25%
12.39%
2019
28.12%
26.21%
2018
-10.83%
-11.15%
2017
15.62%
15.93%

2016
18.45%
14.14%
2015
1.83%
-4.75%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.31% -3.81% 7.29% 2.33%
2023 4.92% 2.43% -4.69% 10.13%
2022 -5.35% -12.72% -2.74% 9.08%
2021 9.38% 5.08% 0.98% 8.55%
2020 -26.71% 19.68% 5.78% 17.74%
2019 13.18% 4.25% 1.45% 7.04%
2018 -2.09% 1.86% 4.87% -14.74%
2017 4.53% 2.72% 2.43% 5.13%
2016 4.11% 3.18% 5.57% 4.45%
2015 5.14% 1.71% -6.86% 2.25%

Rank in Category (By Total Return)

YTD 32
1-Month 7
3-Month 16
1-Year 32
3-Year 40
5-Year 64

Load Adjusted Returns

1-Year 15.44%
3-Year 4.50%
5-Year 9.45%
10-Year 9.61%

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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