The Hartford MidCap Fund Class R6

Frequently Asked Questions About HFMVX

What does HFMVX invest in?

The fund's primary aim is to generate substantial long-term growth for investors' capital. To achieve this, it predominantly allocates a minimum of 80% of its total assets to the equity securities of companies with medium market values. The sub-adviser identifies these mid-sized businesses as those whose market capitalizations align with the collective scope encompassed by both the Russell Midcap and S&P MidCap 400 Indices.

What is the expense ratio of HFMVX?

The Hartford MidCap Fund Class R6 (HFMVX) charges an expense ratio of 0.76%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HFMVX?

The Hartford MidCap Fund Class R6 (HFMVX) is one share class of a fund that manages $3.09B across all of its share classes (HFMIX, HFMSX, 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 HFMVX actively managed or an index fund?

HFMVX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HFMVX's is 0.76%) in exchange for the discretion to over- or under-weight positions.

When was HFMVX launched?

The Hartford MidCap Fund Class R6 (HFMVX) launched in November 2014 and is managed by Hartford.

How has HFMVX performed?

HFMVX'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.