Hartford Schroders Smallmid Fund Quote

HFDCX Fund  USD 18.81  1.50  7.39%   

Performance

1 of 100

 
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Weak

Odds Of Distress

Less than 22

 
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Low
Hartford Schroders is trading at 18.81 as of the 12th of December 2024; that is 7.39 percent decrease since the beginning of the trading day. The fund's open price was 20.31. Hartford Schroders has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 12th of November 2024 and ending today, the 12th of December 2024. Click here to learn more.
Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80 percent of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. More on Hartford Schroders Smallmid

Moving together with Hartford Mutual Fund

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Hartford Mutual Fund Highlights

Fund ConcentrationHartford Mutual Funds, Large Funds, Mid-Cap Blend Funds, Mid-Cap Blend, Hartford Mutual Funds (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Hartford Schroders Smallmid [HFDCX] is traded in USA and was established 12th of December 2024. Hartford Schroders is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Blend category and is part of Hartford Mutual Funds family. This fund currently has accumulated 862.68 M in assets under management (AUM) with no minimum investment requirementsHartford Schroders is currently producing year-to-date (YTD) return of 20.22%, while the total return for the last 3 years was 6.48%.
Check Hartford Schroders Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Hartford Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Hartford Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Hartford Schroders Smallmid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Hartford Schroders Smallmid Mutual Fund Constituents

LIILennox InternationalStockIndustrials
PFGCPerformance Food GroupStockConsumer Staples
BCBrunswickStockConsumer Discretionary
IEXIDEX CorporationStockIndustrials
CCKCrown HoldingsStockMaterials
BWXTBWX TechnologiesStockIndustrials
KARKAR Auction ServicesStockIndustrials
MTCHMatch GroupStockCommunication Services
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Hartford Schroders Risk Profiles

Hartford Schroders Against Markets

Other Information on Investing in Hartford Mutual Fund

Hartford Schroders financial ratios help investors to determine whether Hartford Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Hartford with respect to the benefits of owning Hartford Schroders security.
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