Morningstar

Hartford MidCap HLS IA HIMCX

Morningstar Medalist Rating
Medalist Rating as of | See Hartford Funds Investment Hub
  • NAV / 1-Day Return 28.27  /  +0.78 %
  • Total Assets 857.2 Mil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.730%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 40%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis HIMCX

Will HIMCX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable HIMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the HIMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of HIMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Hartford MidCap HLS IA’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings HIMCX

More HIMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Targa Resources Corp

2.57 21.9 Mil
Energy

Monolithic Power Systems Inc

2.47 21.1 Mil
Technology

Datadog Inc Class A

2.42 20.6 Mil
Technology

CyberArk Software Ltd

2.36 20.1 Mil
Technology

NVR Inc

2.19 18.6 Mil
Consumer Cyclical

WEX Inc

2.10 17.9 Mil
Technology

Veeva Systems Inc Class A

2.07 17.6 Mil
Healthcare

DraftKings Inc Ordinary Shares - Class A

1.96 16.7 Mil
Consumer Cyclical

MongoDB Inc Class A

1.92 16.4 Mil
Technology

PTC Inc

1.92 16.4 Mil
Technology

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