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Hartford Midcap Fund Class A: (MF: HFMCX)

(NASDAQ Mutual Funds) As of Jun 23, 2026 04:49 PM ET

$21.09 USD

-0.42 (-1.95%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

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Latest Performance as of May 31, 2026

Total Return %* Percentile Rank Objective
YTD 8.17 56
3 months 7.25 48
6 months 6.33 69
1 Year 8.34 88
3 Year 8.55 94
5 Year 0.06 96
10 Year 8.09 93

* Annual for three years and beyond.

Zacks Premium Research for HFMCX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

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Portfolio Statistics

% Unrealized Gain 18.80
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 5/31/2026 1,487.69
% Turnover 5/31/2026 81.00

Risk

3 Year 5 Year 10 Year
Beta 1.24 1.10 1.12
Alpha -15.43 -12.98 -7.69
R Squared 0.81 0.85 0.85
Std. Dev. 17.40 18.46 18.60
Sharpe 0.25 -0.13 3.00

Sector / Country Weightings

As of 5/31/2026 % of Portfolio
Technology 29.60
Retail Trade 17.39
Non-Durable 9.80
Industrial Cyclical 9.74
Services 8.66
Finance 7.23
Consumer Durables 6.23
Health 5.94
Other 4.32
Utilities 1.09

Portfolio Holdings

Top Equity Holdings
(As of 1/31/2026)		 % of Portfolio Value (Mil$)
ROYAL CARIBBEAN GROUP 3.62 134.79
INTERACTIVE BROKERS GROUP 3.40 126.43
ROLLINS INC 3.32 123.33
MONOLITHIC POWER SYSTEMS 3.20 119.06
NATERA INC 3.20 118.92
CLOUDFLARE INC 3.06 113.99
HOWMET AEROSPACE INC 3.02 112.52
FASTENAL CO 2.90 107.79
CARVANA CO 2.70 100.29

Stock Holding % of Net Assets

As Of 1/31/2026
Total Issues 62
Avg. P/E 28.60
Avg. P/Book 4.43
Avg. EPS Growth 26.68
Avg. Market Value (Mil $) 35,457

Composition

% of Portfolio
Stocks 99.74
Foreign Stocks 1.88
Cash 0.14
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 0.12
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 15.40
Large Value 19.56
Small Growth 35.67
Small Value 0.00
Foreign Stock 4.79
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 10.54
Foreign Bond 0.00
High Yield Bond 0.00