The Hartford MidCap Fund

Frequently Asked Questions About HMDCX

What does HMDCX invest in?

This investment vehicle commits a minimum of 80% of its total assets to purchasing common shares issued by mid-sized companies. The sub-adviser classifies these mid-capitalization firms as those possessing market values that fall within the collective range represented by the Russell Midcap and S&P MidCap 400 Indices.

What is the expense ratio of HMDCX?

The Hartford MidCap Fund (HMDCX) charges an expense ratio of 1.91%. This is the annual fee deducted from fund assets to cover management and operations.

How big is HMDCX?

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

HMDCX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (HMDCX's is 1.91%) in exchange for the discretion to over- or under-weight positions.

When was HMDCX launched?

The Hartford MidCap Fund (HMDCX) launched in July 1998 and is managed by Hartford.

How has HMDCX performed?

HMDCX'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.