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Hartford MidCap Value R3 (HMVRX)

17.54 Down 0.13(0.74%) Sep 19
Prev Close:17.67
YTD Return*:8.39%
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 HMVRX 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):1.53%

Performance & Risk

YTD Return:8.39%
5y Avg Return:17.65%
Rank in Category (ytd):57
% Rank in Category (ytd):12.87%
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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