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  •  Dow Down 1.11% Nasdaq Down 0.94%

    Hartford MidCap Value R5 (HMVTX)

    16.90 Down 0.08(0.47%) Mar 31
    Prev Close:16.98
    YTD Return*:3.89%
    Net Assets*:508.44M
    Yield*:0.43%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for HMVTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    MEOH.TO2.4319.55
    NWL2.284.59
    ARW2.148.79
    B2.008.54
    BKD1.944.06

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:508.44M
    Category:Mid-Cap Value
    Annual Report Expense Ratio (net):0.93%

    Performance & Risk

    YTD Return:3.89%
    5y Avg Return:16.07%
    Rank in Category (ytd):12
    % Rank in Category (ytd):2.4%
    Beta (3y):1.10
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks long-term capital appreciation. The fund seeks to achieve its investment objective by investing at least 80% of its assets in mid-capitalization companies, focusing on securities that the sub-adviser 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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