Dow Down 0.22% Nasdaq Up 0.14%

Hartford MidCap Value R3 (HMVRX)

17.60 Down 0.02(0.11%) Aug 22
Prev Close:17.62
YTD Return*:3.59%
Net Assets*:482.03M
Yield*:N/A

* As of 31-Jul-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.TO2.676.41
ARW2.396.64
UNM2.35-2.35
RGA2.304.50
NXPI2.1735.86

Fund Basics

Morningstar Overall Rating:
Total Assets:482.03M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.53%

Performance & Risk

YTD Return:3.59%
5y Avg Return:17.67%
Rank in Category (ytd):66
% Rank in Category (ytd):15.14%
Beta (3y):1.28
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
Your browser doesn't support canvas
SETTINGS
Scrolling
Speed
Display
Price
Submit Feedback