fundvisualizer.com

Hartford MidCap IHFMIX

Performance (before sales charge)

As of 04/30/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 04/30/2023
Stock
95.34%
Non-U.S. Stock
4.50%
Bond
0.00%
Non-U.S. Bond
0.00%
Preferred
0.00%
Convertible
0.00%
Cash
0.16%
Other
0.00%

Due to rounding, percentages may not equal 100%.

Sectors

As of 04/30/2023

Basic materials

3.39%

Consumer cyclical

14.74%

Financial services

6.50%

Real estate

0.97%

Consumer defensive

1.38%

Health care

20.07%

Utilities

0.86%

Communication services

1.56%

Energy

5.79%

Industrials

20.72%

Technology

23.85%

Top 10 holdings

As of 04/30/2023

Insulet Corp
2.25%
NVR Inc
2.24%
Axon Enterprise Inc
2.06%
WEX Inc
2.06%
Shift4 Payments Inc Class A
2.03%
Genpact Ltd
1.84%
Markel Corp
1.78%
Credit Acceptance Corp
1.73%
United Therapeutics Corp
1.68%
Inari Medical Inc Ordinary Shares
1.65%
Fund assets

$6.88 Billion

Share class

Inst

Morningstar category

Mid-Cap Growth

Expense ratio

0.87%

Investment objective

Growth

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