- What does HFDTX invest in?
- The Hartford Schroders US MidCap Opportunities Fund generally commits the majority of its portfolio to ownership stakes in companies. Specifically, under typical market conditions, no less than 80% of its total assets are invested in securities of medium-sized businesses headquartered in the United States. While primarily concentrating on mid-cap firms, the fund also has the discretion to acquire shares in micro-cap, small-cap, or large-cap companies if the Sub-Adviser identifies strong potential for share price growth. Its investments may include both ordinary and preferred stock, as well as securities traded through over-the-counter channels.
- What is the expense ratio of HFDTX?
- Hartford Schroders US MidCap Opportunities Fund (HFDTX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is HFDTX?
- Hartford Schroders US MidCap Opportunities Fund (HFDTX) is one share class of a fund that manages $1.07B across all of its share classes (HFDCX, HFDRX, 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 HFDTX actively managed or an index fund?
- HFDTX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HFDTX's is 0.92%) in exchange for the discretion to over- or under-weight positions.
- When was HFDTX launched?
- Hartford Schroders US MidCap Opportunities Fund (HFDTX) launched in October 2016 and is managed by Hartford.
- How has HFDTX performed?
- HFDTX'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.
