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Hartford Schroders Us Midcap Opportunities Fund Class A: (MF: SMDVX)

(NASDAQ Mutual Funds) As of Sep 22, 2026 05:24 PM ET

$20.69 USD

+0.04 (0.19%)

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 Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 18.02 13
3 months 4.40 26
6 months 9.33 48
1 Year 25.82 11
3 Year 14.88 67
5 Year 8.37 56
10 Year 10.40 75

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -43.64
Bull Market (2/09 - 3/21) 796.96

Load Adjusted Returns as of Aug 31, 2026

1 Year 21.68
5 Year 8.20
10 Year 10.29
Since Inception 9.22

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.96 14.78 NA NA
2025 -4.79 3.66 2.98 5.47
2024 9.24 -3.91 7.21 2.23
2023 4.79 2.31 -4.70 9.96
2022 -5.46 -12.81 -2.82 9.00
2021 9.30 4.98 0.86 8.51

Annual Return

20262025202420232022202120202019201820172016
% Total Return 18.017.1915.0412.35-12.6825.608.8827.67-11.2215.2717.92
% Total Return Rel to Index 6.81-11.02-9.97-13.895.51-3.07-9.52-3.81-6.83-6.525.99
% Total Return Rel to Peer 8.11-5.51-4.34-10.647.013.55-11.03-0.75-4.36-5.4010.11
% Perf Quintile vs Peer* 1.004.004.005.002.003.004.004.004.005.001.00
% Dividends 0.000.040.030.040.040.000.010.000.000.000.01
% Yield 0.000.190.190.200.230.000.070.020.000.000.14
Capital Gains ($) 0.001.801.590.220.462.900.000.100.270.200.19
Expense Ratio 1.151.161.161.171.171.161.181.271.251.271.26

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