Hartford Midcap is trading at 30.19 as of the 31st of January 2025; that is 1.58% up since the beginning of the trading day. The fund's open price was 29.72. Hartford Midcap has less than a 18 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of January 2025 and ending today, the 31st of January 2025. Click here to learn more.
The fund seeks its investment objective by investing primarily in stocks selected by the sub-adviser, Wellington Management Company LLP. It normally invests at least 80 percent of its assets in common stocks of mid-capitalization companies. The advisor favors companies that the advisor believes are high-quality. More on Hartford Midcap Hls
Hartford Midcap Hls [HIMCX] is traded in USA and was established 31st of January 2025. Hartford Midcap 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 2.37 B in assets under management (AUM) with no minimum investment requirementsHartford Midcap Hls is currently producing year-to-date (YTD) return of 6.45%, while the total return for the last 3 years was 2.83%.
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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 Midcap Hls 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.
Other Information on Investing in Hartford Mutual Fund
Hartford Midcap 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 Midcap security.