The Hartford Midcap Fund Quote
| HMVCX Fund | USD 10.77 0.01 0.09% |
PerformanceSolid
| Odds Of DistressLow
|
The Hartford is trading at 10.77 as of the 19th of July 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 10.76. The Hartford has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund seeks to achieve its investment objective by investing at least 80 percent of its assets in mid-capitalization companies, focusing on securities that the sub-adviser believes are undervalued in the marketplace. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and SP MidCap 400 Indices. More on The Hartford Midcap
Moving together with The Mutual Fund
The Mutual Fund Highlights
| Fund Concentration | Hartford Mutual Funds, Large Funds, Mid-Cap Value Funds, Mid-Cap Value, Hartford Mutual Funds (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
The Hartford Midcap [HMVCX] is traded in USA and was established 19th of July 2025. The Hartford is listed under Hartford Mutual Funds category by Fama And French industry classification. The fund is listed under Mid-Cap Value category and is part of Hartford Mutual Funds family. This fund currently has accumulated 979.83 M in assets under management (AUM) with no minimum investment requirementsHartford Midcap is currently producing year-to-date (YTD) return of 0.94% with the current yeild of 0.0%, while the total return for the last 3 years was 10.09%.
Check The Hartford 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 The 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 The 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 The Hartford Midcap 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 The Hartford Midcap Mutual Fund Constituents
| WELL | Welltower | Stock | Real Estate | |
| SRE | Sempra Energy | Stock | Utilities | |
| HIW | Highwoods Properties | Stock | Real Estate | |
| MTB | MT Bank | Stock | Financials | |
| FANG | Diamondback Energy | Stock | Energy | |
| IR | Ingersoll Rand | Stock | Industrials | |
| LDOS | Leidos Holdings | Stock | Information Technology | |
| AEG | Aegon NV ADR | Stock | Financials |
Hartford Midcap Risk Profiles
| Mean Deviation | 0.7494 | |||
| Semi Deviation | 0.75 | |||
| Standard Deviation | 1.02 | |||
| Variance | 1.04 |
The Hartford Against Markets
Other Information on Investing in The Mutual Fund
The Hartford financial ratios help investors to determine whether The 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 The with respect to the benefits of owning The Hartford security.
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