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Hartford MidCap Value B (HMVBX)

15.00 Down 0.11(0.73%) Sep 19
Prev Close:15.11
YTD Return*:7.93%
Net Assets*:500.89M
Yield*:N/A

* As of 31-Aug-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for HMVBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
MEOH.TO2.9514.60
RGA2.469.21
ARW2.4015.59
UNM2.246.23
NWL2.015.86

Fund Basics

Morningstar Overall Rating:
Total Assets:500.89M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):2.10%

Performance & Risk

YTD Return:7.93%
5y Avg Return:17.00%
Rank in Category (ytd):64
% Rank in Category (ytd):14.45%
Beta (3y):1.27
Morningstar Risk Rating:4

Fund Summary

The investment seeks long-term capital appreciation. The fund seeks to achieve its goal by investing at least 80% of its assets in mid-capitalization companies, focusing on securities that the sub-adviser, Wellington Management Company, LLP ("Wellington Management"), believes are undervalued in the marketplace. It defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. View More
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