The Hartford MidCap Fund

Frequently Asked Questions About HFMIX

What does HFMIX invest in?

This fund primarily allocates its capital, with a minimum of 80% dedicated to equities of mid-sized enterprises. Specifically, the investment manager identifies these medium-cap firms based on their market capitalizations falling within the combined parameters of the Russell Midcap and S&P MidCap 400 Indices.

What is the expense ratio of HFMIX?

The Hartford MidCap Fund (HFMIX) charges an expense ratio of 0.86%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HFMIX?

The Hartford MidCap Fund (HFMIX) is one share class of a fund that manages $3.13B across all of its share classes (HFMSX, HFMVX, HMDCX 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 HFMIX actively managed or an index fund?

HFMIX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HFMIX's is 0.86%) in exchange for the discretion to over- or under-weight positions.

When was HFMIX launched?

The Hartford MidCap Fund (HFMIX) launched in February 2009 and is managed by Hartford.

How has HFMIX performed?

HFMIX'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.