- What does SMDRX invest in?
- Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The equity securities in which the fund may invest include, but are not limited to, common and preferred stocks. The fund may invest in over-the-counter securities.
- What is the expense ratio of SMDRX?
- Hartford Schroders US MidCap Opps SDR (SMDRX) charges an expense ratio of 0.81%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SMDRX?
- Hartford Schroders US MidCap Opps SDR (SMDRX) is one share class of a fund that manages $1.07B across all of its share classes (HFDCX, HFDRX, HFDTX, HFDYX, SMDIX, 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 SMDRX actively managed or an index fund?
- SMDRX is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SMDRX's is 0.81%) in exchange for the discretion to over- or under-weight positions.
- When was SMDRX launched?
- Hartford Schroders US MidCap Opps SDR (SMDRX) launched in December 2014 and is managed by Hartford.
- How has SMDRX performed?
- SMDRX'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.
