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 Dow Down 0.16% Nasdaq Up 0.40%

Hartford MidCap Value R4 (HMVSX)

17.87 Down 0.03(0.17%) Jul 23
Prev Close:17.90
YTD Return*:8.64%
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 HMVSX at this time.

Top Holdings

Symbol% AssetsYTD Return %
NXPI2.5746.20
MEOH.TO2.445.35
UNM2.331.00
ARW2.3213.57
RGA2.323.86

Fund Basics

Morningstar Overall Rating:
Total Assets:503.03M
Category:Mid-Cap Value
Annual Report Expense Ratio (net):1.22%

Performance & Risk

YTD Return:8.64%
5y Avg Return:21.57%
Rank in Category (ytd):32
% Rank in Category (ytd):7.34%
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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