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The Hartford MidCap Fund Class I (HFMIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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36.99-0.69 (-1.83%)
At close: 08:01PM EST

The Hartford MidCap Fund Class I

HARTFORD MUTUAL FUNDS INC/CT

Itt Hartford Group NC P O Box 2999

Hartford CT 06115

888-843-7824
Management information
Mark A. Whitaker,Lead manager since 28 February 2010
Mark A. Whitaker, CFA, Senior Managing Director and Equity Portfolio Manager, is involved in portfolio management for Funds. Mark 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, Mark was an equity research analyst at Morgan Stanley, covering packaging and containers and electrical equipment (2000 — 2002). Before that, Mark was a cash management consultant at Ernst & Young (1999 — 2000). Mark received his MBA from Stanford University (2004) and his BS in business administration from the University of Kansas, Lawrence (1999). He 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 assets14.29B
YTD return6.08%
Yield0.00%
Morningstar rating★★★
Inception date26 Feb 2009

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnover45.00%
Average for categoryN/A

Fees and expenses

ExpenseHFMIXCategory average
Annual report expense ratio (net)0.87%1.09%
Prospectus net expense ratio0.87%N/A
Prospectus gross expense ratio0.88%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.36%
Max deferred sales loadN/A1.27%
3-yr expense projection280N/A
5-yr expense projection487N/A
10-yr expense projection1,083N/A