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 Dow Down 0.19% Nasdaq Up 0.45%

Hartford MidCap Value R3 (HMVRX)

17.31 Down 0.02(0.12%) Jul 30
Prev Close:17.33
YTD Return*:8.45%
Net Assets*:503.03M
Yield*:N/A

* As of 30-Jun-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.TO2.675.35
ARW2.3913.57
UNM2.351.00
RGA2.303.86
NXPI2.1746.20

Fund Basics

Morningstar Overall Rating:
Total Assets:503.03M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.53%

Performance & Risk

YTD Return:8.45%
5y Avg Return:21.20%
Rank in Category (ytd):38
% Rank in Category (ytd):8.72%
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
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