Hartford Schroders US MidCap Opportunities Fund Class R3

Frequently Asked Questions About HFDRX

What does HFDRX invest in?

The Hartford Schroders US MidCap Opportunities Fund Class R3 aims to generate substantial capital growth for its investors. Its core investment approach primarily involves acquiring equity securities. Typically, the fund dedicates at least 80% of its total assets to shares of mid-sized companies based within the United States. However, the Sub-Adviser retains the flexibility to invest in stocks of micro-cap, small-cap, or even large-cap businesses if they are identified as having promising potential for appreciation. The fund's portfolio may include both common and preferred shares, as well as securities traded on the over-the-counter (OTC) market.

What is the expense ratio of HFDRX?

Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX) charges an expense ratio of 1.52%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HFDRX?

Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX) manages $1.09B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is HFDRX actively managed or an index fund?

HFDRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was HFDRX launched?

Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX) launched in October 2016 and is managed by the fund issuer.

How has HFDRX performed?

HFDRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.