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Hartford MidCap HLS IB (HBMCX)

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25.75-0.07 (-0.27%)
At close: 06:46PM EDT

Hartford MidCap HLS IB

Hartford, CT 06104-2999

P O Box 2999

Hartford Series Fund Inc

860-297-6443
Management information
Philip W. Ruedi,Lead manager since 30 April 2010
Philip W. Ruedi, CFA, Senior Managing Director and Equity Portfolio Manager, is Portfolio Manager for the Hartford MidCap Funds. Phil is an equity portfolio manager on Wellington Management's Mid Cap Opportunities Team, which manages accounts for a globally diverse group of individual, institutional, and mutual fund clients. Prior to joining the firm in 2004, Phil was an equity research analyst at T. Rowe Price, covering a variety of industries, including waste management, staffing, IT services, food and drug retailing, parcel delivery, and other business and consumer services (1998 — 2004). While at T. Rowe Price, Phil was a member of the Investment Advisory Committee of the T. Rowe Price Mid Cap Growth Fund and was chosen to Institutional Investor magazine's "Best of the Buyside" in 2002. Before that, he was an analyst in John Nuveen's Health Care Mergers and Acquisitions Group (1993 — 1997). Phil received his MBA with a concentration in finance, with high honors, from the University of Chicago (1998) and his BBA in finance and accounting, with high distinction, from the University of Michigan (1993). He also holds the Chartered Financial Analyst designation.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryMid-Cap Growth
Fund familyHartford Mutual Funds
Net assets1.14B
YTD return7.92%
Yield0.00%
Morningstar rating★★
Inception date8 Nov 1999

Fund operations

Last dividend0.19
Last cap gain18.00
Holdings turnover40.00%
Average for categoryN/A

Fees and expenses

ExpenseHBMCXCategory average
Annual report expense ratio (net)0.97%1.09%
Prospectus net expense ratio0.97%N/A
Prospectus gross expense ratio0.97%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A