The Hartford Midcap Fund Quote
| HFMRX Fund | USD 31.21 0.51 1.66% |
Performance1 of 100
| Odds Of DistressLess than 21
|
The Hartford is trading at 31.21 as of the 22nd of January 2025; that is 1.66% up since the beginning of the trading day. The fund's open price was 30.7. The Hartford has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of September 2024 and ending today, the 22nd of January 2025. Click here to learn more.
The fund invests at least 80 percent of its assets in common stocks of mid-capitalization companies. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and SP MidCap 400 Indices. More on The Hartford Midcap
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Mid-Cap Growth Funds, Mid-Cap Growth, Hartford Mutual Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2020 |
| Fiscal Year End | October |
The Hartford Midcap [HFMRX] is traded in USA and was established 22nd of January 2025. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Growth category and is part of Hartford Mutual Funds family. This fund currently has accumulated 15.45 B in assets under management (AUM) with no minimum investment requirementsHartford Midcap is currently producing year-to-date (YTD) return of 4.14%, while the total return for the last 3 years was -0.5%.
Check The Hartford 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 The 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 The 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 The Hartford Midcap 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 The Hartford Midcap Mutual Fund Constituents
| YETI | YETI Holdings | Stock | Consumer Discretionary | |
| FSLR | First Solar | Stock | Information Technology | |
| NVR | NVR Inc | Stock | Consumer Discretionary | |
| MTB | MT Bank | Stock | Financials | |
| VRSN | VeriSign | Stock | Information Technology | |
| CACC | Credit Acceptance | Stock | Financials | |
| LII | Lennox International | Stock | Industrials | |
| ETSY | Etsy Inc | Stock | Consumer Discretionary |
Hartford Midcap Risk Profiles
| Mean Deviation | 0.9044 | |||
| Standard Deviation | 1.22 | |||
| Variance | 1.49 | |||
| Risk Adjusted Performance | 0.0022 |
The Hartford Against Markets
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Hartford security.
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