Hartford Schroders Smallmid Fund Quote
| HFDYX Fund | USD 19.86 0.08 0.40% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Hartford Schroders is trading at 19.86 as of the 19th of January 2025; that is 0.40% up since the beginning of the trading day. The fund's open price was 19.78. Hartford Schroders has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 20th of December 2024 and ending today, the 19th of January 2025. Click here to learn more.
Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80 percent 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. More on Hartford Schroders Smallmid
Moving against Hartford Mutual Fund
Hartford Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Hartford Schroders Smallmid [HFDYX] is traded in USA and was established 19th of January 2025. Hartford Schroders is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Hartford Mutual Funds family. This fund currently has accumulated 862.68 M in assets under management (AUM) with no minimum investment requirementsHartford Schroders is currently producing year-to-date (YTD) return of 0.62% with the current yeild of 0.0%, while the total return for the last 3 years was 4.71%.
Check Hartford Schroders Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hartford Schroders Smallmid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Hartford Schroders Smallmid Mutual Fund Constituents
| MCHP | Microchip Technology | Stock | Information Technology | |
| ARMK | Aramark Holdings | Stock | Consumer Discretionary | |
| WST | West Pharmaceutical Services | Stock | Health Care | |
| NDSN | Nordson | Stock | Industrials | |
| EHC | Encompass Health Corp | Stock | Health Care | |
| CTLT | Catalent | Stock | Health Care | |
| IAC | IAC Inc | Stock | Communication Services | |
| BKI | Black Knight | Stock | Information Technology |
Hartford Schroders Risk Profiles
| Mean Deviation | 0.6984 | |||
| Standard Deviation | 1.17 | |||
| Variance | 1.37 | |||
| Risk Adjusted Performance | (0.04) |
Hartford Schroders Against Markets
Other Information on Investing in Hartford Mutual Fund
Hartford Schroders financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Schroders security.
| Risk-Return Analysis View associations between returns expected from investment and the risk you assume | |
| Options Analysis Analyze and evaluate options and option chains as a potential hedge for your portfolios | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |