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 | 0.46% | |||
| Dividend | SMDRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.19% | |||
| Asset Allocation | SMDRX-NASDAQ | Click to Compare |
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| 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 | SMDRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.99% | |||
| 30-Day Total Return | -2.34% | |||
| 60-Day Total Return | 0.96% | |||
| 90-Day Total Return | 3.41% | |||
| Year to Date Total Return | 4.66% | |||
| 1-Year Total Return | 22.43% | |||
| 2-Year Total Return | 20.56% | |||
| 3-Year Total Return | 39.86% | |||
| 5-Year Total Return | 45.77% | |||
| 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 | $19.96 | |||
| 1-Month Low NAV | $19.20 | |||
| 1-Month High NAV | $20.45 | |||
| 52-Week Low NAV | $16.44 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $21.15 | |||
| 52-Week High Price (Date) | Dec 10, 2025 | |||
| Beta / Standard Deviation | SMDRX-NASDAQ | Click to Compare |
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| Beta | 0.92 | |||
| Standard Deviation | 13.09 | |||
| Balance Sheet | SMDRX-NASDAQ | Click to Compare |
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| Total Assets | 947.98M | |||
| 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 | 17.23% | |||
| Last Bear Market Total Return | -12.72% | |||