- What does SMDIX invest in?
- Under typical market conditions, this fund primarily allocates its capital to equity investments. A substantial portion, specifically at least four-fifths of its total holdings, is ordinarily committed to shares issued by mid-sized companies operating within the United States. However, the sub-adviser maintains the flexibility to also acquire equities of micro-cap, small-cap, or large-cap businesses if such opportunities are perceived to offer promising potential for capital growth. The fund's portfolio may comprise common and preferred stocks, as well as securities traded over-the-counter.
- What is the expense ratio of SMDIX?
- Hartford Schroders US MidCap Opportunities Fund (SMDIX) charges an expense ratio of 0.92%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SMDIX?
- Hartford Schroders US MidCap Opportunities Fund (SMDIX) is one share class of a fund that manages $1.07B across all of its share classes (HFDCX, HFDRX, HFDTX, HFDYX, 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 SMDIX actively managed or an index fund?
- SMDIX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SMDIX's is 0.92%) in exchange for the discretion to over- or under-weight positions.
- When was SMDIX launched?
- Hartford Schroders US MidCap Opportunities Fund (SMDIX) launched in April 2006 and is managed by Hartford.
- How has SMDIX performed?
- SMDIX'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.
