Nasdaq - Delayed Quote • USD
Hartford MidCap Value A (HMVAX)
At close: 4:48 PM EDT
Fund Summary
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. The sub-adviser 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 15% of its net assets in securities of foreign issuers and non-dollar securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 43.64% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 16 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -0.88% |
| 5y Average Return | 8.59% |
| Rank in Category (ytd) | 79 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HMVAX | Category Average | HMVAX | Category Average | HMVAX | Category Average | |
| Alpha | -1.96 | -0.09 | -3.99 | -0.07 | -5.36 | -0.06 |
| BETA | 0.96 | 0.01 | 1.07 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.84 | 0.01 | 1.06 | 0.01 | 0.75 | 0.01 |
| R-squared | 76.3 | 0.85 | 80.54 | 0.82 | 79.99 | 0.84 |
| Standard Deviation | 19.29 | 0.25 | 21.87 | 0.2 | 18.32 | 0.17 |
| Sharpe Ratio | 0.37 | 0.01 | 0.48 | 0.01 | 0.41 | 0.01 |
| Treynor Ratio | 5.9 | 0.08 | 8.09 | 0.09 | 5.62 | 0.09 |
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