HMVTX : Hartford MidCap Value Fund Class R5

HMVTX is a US Stocks Market Mid-Cap Value with MODERATE fees.

HMVTX

Hartford MidCap Value Fund Class R5

FI Score

44 /100

Expense Ratio Rating

7 /10

Expense Rating

1 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

44% FI Score
  • hmvtx
  • Mutual Fund
  • US Stocks
  • Mid-Cap Value

Hartford MidCap Value Fund Class R5

Expenses: 0.92% (Better than 1% of similar funds)

This is a bad choice for a Mid-Cap Value US Stocks fund. See why ยป

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. 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 20% of its net assets in securities of foreign issuers and non-dollar securities.

Largest Holdings

Amount Holding
2.66% Centene Corp
2.12% Ingersoll Rand Inc
2.05% Leidos Holdings Inc
2.05% Celanese Corp Class A
1.98% Alliant Energy Corp
1.98% Lumentum Holdings Inc
1.96% L3Harris Technologies Inc
1.93% US Foods Holding Corp
1.92% Molina Healthcare Inc
1.92% Voya Financial Inc
1.87% M&T Bank Corp
1.87% Sempra Energy
1.85% Lennar Corp
1.83% Zimmer Biomet Holdings Inc
1.75% Crown Holdings Inc
1.73% Gaming and Leisure Properties Inc
1.70% Assurant Inc
1.70% Clean Harbors Inc
1.68% Wyndham Hotels & Resorts Inc Ordinary Shares
1.67% Diamondback Energy Inc
1.66% FMC Corp
1.66% Reliance Steel & Aluminum Co
1.65% Arthur J. Gallagher & Co
1.64% MKS Instruments Inc
1.63% Highwoods Properties Inc

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