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  •  Dow Down 0.47% Nasdaq Down 0.56%

    Hartford MidCap Value R5 (HMVTX)

    16.67 Down 0.04(0.24%) Mar 3
    Prev Close:16.71
    YTD Return*:-1.82%
    Net Assets*:486.98M
    Yield*:0.46%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for HMVTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    NWL2.26-1.37
    LBTSF.BC2.21-3.01
    MEOH.TO2.08-1.64
    ARW1.97-4.54
    ELS1.956.56

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:486.98M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.93%

    Performance & Risk

    YTD Return:-1.82%
    5y Avg Return:15.81%
    Rank in Category (ytd):13
    % Rank in Category (ytd):2.54%
    Beta (3y):1.11
    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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