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Hartford Schroders Us Midcap Opportunities Fund Class I: (MF: SMDIX)

(NASDAQ Mutual Funds) As of Aug 21, 2026 05:23 PM ET

$22.84 USD

+0.06 (0.26%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jul 31, 2026

Total Return %* Percentile Rank Objective
YTD 17.19 10
3 months 4.64 32
6 months 13.09 9
1 Year 25.33 14
3 Year 14.56 58
5 Year 8.94 51
10 Year 10.66 71

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -43.45
Bull Market (2/09 - 3/21) 798.62

Load Adjusted Returns as of Jul 31, 2026

1 Year 28.61
5 Year 9.64
10 Year 11.17
Since Inception 9.79

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 3.04 14.84 NA NA
2025 -4.73 3.72 2.96 5.53
2024 9.27 -3.81 7.25 2.35
2023 4.86 2.43 -4.69 10.05
2022 -5.41 -12.75 -2.74 9.06
2021 9.39 5.04 0.93 8.60

Annual Return

20262025202420232022202120202019201820172016
% Total Return 17.197.3815.3812.65-12.4725.959.1728.02-10.9915.6018.34
% Total Return Rel to Index 8.14-10.83-9.63-13.585.73-2.72-9.23-3.46-6.60-6.196.40
% Total Return Rel to Peer 8.38-5.32-4.00-10.347.223.89-10.74-0.40-4.13-5.0710.52
% Perf Quintile vs Peer* 1.004.004.005.002.002.004.004.004.004.001.00
% Dividends 0.000.070.060.080.070.010.050.040.040.010.03
% Yield 0.000.340.310.350.430.070.300.250.290.110.22
Capital Gains ($) 0.001.801.590.220.462.900.000.100.270.210.19
Expense Ratio 0.920.910.900.900.890.890.901.000.981.011.01

* 1 = Top 20%, 5 = Bottom 20%