Hartford Midcap Y
(HMDYX)
26.22
+0.21
+0.81%
+0.21
+0.81%
MORE ON HMDYX
DETAILS
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 26.01 |
| Category | Mid-Cap Growth |
| Net Assets | 846.51 Mil |
| Yield | 0.36% |
| Morningstar Risk | Below Average |
| Morningstar Return | Above Average |
- Last NAV update 6/19/2013 12:19 AM ET
INVESTMENT OBJECTIVE
| NA |
|---|
| The investment seeks long-term growth of capital. The fund invests at least 80% of its assets in common stocks of mid-capitalization companies. It favors high-quality companies. The key characteristics of high-quality companies include a leadership position within an industry, a strong balance sheet, a high return on equity, and/or a strong management team. The fund defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. It may invest up to 20% of its total assets in securities of foreign issuers and non-dollar securities. |
CUMULATIVE PERFORMANCE OF $10,000
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 30.54% | 23.60% | -7.80% | 19.36% | 19.89% |
| Value ($) | 13,054.25 | 16,135.29 | 14,876.03 | 17,756.44 | 21,288.24 |
- Year to date performance as of 6/18/2013 12:00 AM ET
MANAGEMENT & PURCHASE INFO
| Symbol | Value ($) |
|---|---|
| Fund Family | Hartford Mutual Funds |
| Fund Manager | Mark Whitaker |
| Tenure (Years) | 3 |
| Fund Status | Open |
| Minimum Initial Purchase | 250,000.00 |
| Minimum IRA Investment | NA |
| Front Load | 0.00 |
| Expense Ratio | 0.78% |
PERFORMANCE
| Symbol | Value ($) |
|---|---|
| 1 Month | -1.32% |
| 3 Months | 6.33% |
| 1 Year | 30.84% |
| 3 Years* | 15.11% |
| 5 Years* | 6.49% |
- * Annualized returns
- Performance as of 6/18/2013 12:00 AM ET
PEER COMPARISON
| HMDYX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 6.49% | 5.64% |
| Sharpe Ratio | 0.91 | 2.75 |
| Net Assets | 846.51 Mil | 378.08 Mil |
| Avg Market Cap | 6.41 Bil | 7.09 Bil |
| Avg P/E | 19.24 | 19.00 |
| Portfolio Turnover | 45 | 67 |
HOLDINGS
| Symbol | Value ($) |
|---|---|
| Stocks | 99.59% |
| Cash | 0.00% |
| Fixed Income | 0.00% |
| Other | 0.41% |
TOP 10 HOLDINGS
| NAME | % NET ASSETS |
|---|---|
| Genpact Ltd. | 2.47% |
| Actavis Inc | 2.23% |
| Vertex Pharmaceuticals | 2.01% |
| Mylan Inc | 1.96% |
| Lennox International, Inc. | 1.93% |
| Advance Auto Parts Inc | 1.90% |
| Robert Half International Inc. | 1.88% |
| Equifax, Inc. | 1.88% |
| SEI Investments Company | 1.84% |
| M&T Bank Corp | 1.82% |
DATA PROVIDERS
Copyright © 2013 Microsoft. All rights reserved.
Fundamental company data and historical chart data provided by Morningstar Inc. Real-time index quotes and delayed quotes supplied by Morningstar Inc. Quotes delayed by up to 15 minutes, except where indicated otherwise. Fund summary, fund performance and dividend data provided by Morningstar Inc. Analyst recommendations provided by Zacks Investment Research. StockScouter data provided by Verus Analytics. IPO data provided by Hoover's Inc. Index membership data provided by Morningstar Inc.
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