- 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) is one share class of a fund that manages $1.07B across all of its share classes (HFDCX, HFDTX, HFDYX, SMDIX, SMDRX, SMDVX report the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HFDRX's is 1.52%) in exchange for the discretion to over- or under-weight positions.
- When was HFDRX launched?
- Hartford Schroders US MidCap Opportunities Fund Class R3 (HFDRX) launched in October 2016 and is managed by Hartford.
- 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.
