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

(NASDAQ Mutual Funds) As of Apr 2, 2026 04:47 PM ET

$19.90 USD

+0.12 (0.61%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 8.04 14
3 months 8.48 14
6 months 15.25 6
1 Year 15.96 39
3 Year 13.25 71
5 Year 9.68 58
10 Year 11.29 74

* 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) 723.03

Load Adjusted Returns as of Feb 28, 2026

1 Year 7.38
5 Year 9.00
10 Year 10.10
Since Inception 9.12

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
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 8.047.3815.3812.65-12.4725.959.1728.02-10.9915.6018.34
% Total Return Rel to Index 2.17-10.83-9.63-13.585.73-2.72-9.23-3.46-6.60-6.196.40
% Total Return Rel to Peer 2.09-5.32-4.00-10.347.223.89-10.74-0.40-4.13-5.0710.52
% Perf Quintile vs Peer* 2.004.000.005.002.002.004.004.004.004.001.00
% 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 0.000.910.900.900.890.890.901.000.981.011.01

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