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  •  Dow Down 1.13% Nasdaq Down 0.93%

    Hartford MidCap Value R5 (HMVTX)

    15.73 Down 0.20(1.26%) Jan 28
    Prev Close:15.93
    YTD Return*:7.98%
    Net Assets*:494.78M
    Yield*:0.45%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for HMVTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MEOH.TO2.38-0.68
    NWL2.18-0.60
    LBTSF.BC2.150.00
    ARW2.05-0.78
    VRNT2.04-0.19

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:494.78M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.93%

    Performance & Risk

    YTD Return:7.98%
    5y Avg Return:15.51%
    Rank in Category (ytd):67
    % Rank in Category (ytd):14.57%
    Beta (3y):1.18
    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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