Hartford Schroders US MidCap Opportunities Fund Class R5
HFDTX
NASDAQ
| Weiss Ratings | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Joanna Wald (12), Robert Kaynor (8) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Hartford Schroders US MidCap Opportunities Fund Class R5 | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Oct 24, 2016 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.38% | |||
| Dividend | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.60% | |||
| Stock | 96.40% | |||
| U.S. Stock | 92.37% | |||
| Non-U.S. Stock | 4.03% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.00% | |||
| 30-Day Total Return | -2.36% | |||
| 60-Day Total Return | 0.91% | |||
| 90-Day Total Return | 3.33% | |||
| Year to Date Total Return | 4.63% | |||
| 1-Year Total Return | 22.24% | |||
| 2-Year Total Return | 20.24% | |||
| 3-Year Total Return | 39.36% | |||
| 5-Year Total Return | 44.94% | |||
| Price | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.85 | |||
| 1-Month Low NAV | $19.09 | |||
| 1-Month High NAV | $20.34 | |||
| 52-Week Low NAV | $16.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.03 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.92 | |||
| Standard Deviation | 13.10 | |||
| Balance Sheet | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 947.98M | |||
| Operating Ratios | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.92% | |||
| Turnover Ratio | 62.00% | |||
| Performance | HFDTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 17.14% | |||
| Last Bear Market Total Return | -12.72% | |||