Hartford Schroders US MidCap Opportunities Fund Class SDR
SMDRX
NASDAQ
| Weiss Ratings | SMDRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B | |||
| Company Info | SMDRX-NASDAQ | Click to Compare |
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| Provider | Hartford Mutual Funds | |||
| Manager/Tenure (Years) | Joanna Wald (12), Robert Kaynor (8) | |||
| Website | http://www.hartfordfunds.com | |||
| Fund Information | SMDRX-NASDAQ | Click to Compare |
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| Fund Name | Hartford Schroders US MidCap Opportunities Fund Class SDR | |||
| Category | Mid-Cap Blend | |||
| Sub-Category | US Equity Mid Cap | |||
| Prospectus Objective | Growth | |||
| Inception Date | Dec 30, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 5,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | SMDRX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.41% | |||
| Dividend | SMDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.20% | |||
| Asset Allocation | SMDRX-NASDAQ | Click to Compare |
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| Cash | 4.06% | |||
| Stock | 95.94% | |||
| U.S. Stock | 95.64% | |||
| Non-U.S. Stock | 0.30% | |||
| 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 | SMDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.35% | |||
| 30-Day Total Return | 2.06% | |||
| 60-Day Total Return | 1.15% | |||
| 90-Day Total Return | -0.65% | |||
| Year to Date Total Return | 19.34% | |||
| 1-Year Total Return | 24.38% | |||
| 2-Year Total Return | 30.44% | |||
| 3-Year Total Return | 64.04% | |||
| 5-Year Total Return | 49.70% | |||
| Price | SMDRX-NASDAQ | Click to Compare |
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| 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 | SMDRX-NASDAQ | Click to Compare |
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| Nav | $22.76 | |||
| 1-Month Low NAV | $22.41 | |||
| 1-Month High NAV | $23.09 | |||
| 52-Week Low NAV | $19.04 | |||
| 52-Week Low NAV (Date) | Dec 17, 2025 | |||
| 52-Week High NAV | $23.51 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | SMDRX-NASDAQ | Click to Compare |
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| Beta | 0.83 | |||
| Standard Deviation | 12.69 | |||
| Balance Sheet | SMDRX-NASDAQ | Click to Compare |
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| Total Assets | 1.11B | |||
| Operating Ratios | SMDRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.81% | |||
| Turnover Ratio | 62.00% | |||
| Performance | SMDRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 25.09% | |||
| Last Bear Market Total Return | -12.72% | |||