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Domestic Equity fund

Hartford Schroders US MidCap Opportunities Fund   

SHARE CLASS
NAV
$22.00
NAV CHANGE
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 403, 403, 365 and 253 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
overall (as of 10/31/2024)
403 PRODUCTS
Mid-Cap Blend Category
Based on Risk-Adjusted Returns
MORNINGSTAR RATING:
Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 403, 403, 365 and 253 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
overall (as of 10/31/2024)
403 PRODUCTS
Mid-Cap Blend Category
Based on Risk-Adjusted Returns
Key Documents
      Actions

      Domestic Equity fund

      Hartford Schroders US MidCap Opportunities Fund   
      Share Class - SDR (SMDRX)

      Effective 5/1/19, the Fund changed its principal investment strategy and benchmark. Returns prior to 5/1/19 reflect the performance of the Fund's prior strategy. Please see the Fund’s prospectus for additional information.

      Objective

      Seeks capital appreciation.

      Overview

      A mid-cap fund that seeks companies with compelling business models, strong management teams, and attractive valuation levels.

      Portfolio Management
      Robert Kaynor, CFA
      Portfolio Manager
      6
      YRS
      MANAGING THIS FUND
      11
      YRS
      AT SCHRODERS
      30
      YRS
      EXPERIENCE IN THIS INDUSTRY
      Joanna Wald
      Portfolio Manager
      1
      YRS
      MANAGING THIS FUND
      11
      YRS
      AT SCHRODERS
      23
      YRS
      EXPERIENCE IN THIS INDUSTRY

      The portfolio managers are supported by the full resources of Schroders.

      Performance

      PERFORMANCE %
       
      CUMULATIVE %
      (as of 10/31/2024)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 10/31/2024)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders US MidCap Opportunities SDR 13.42 30.80 5.26 10.23 9.76 9.29
      Benchmark 14.02 35.39 3.55 10.94 9.80 ---
      Morningstar Mid-Cap Blend Category 13.17 32.68 4.50 10.69 9.00 ---
       
      CUMULATIVE %
      (as of 9/30/2024)
      AVERAGE ANNUAL TOTAL RETURNS %
      (as of 9/30/2024)
      YTD 1YR 3YR 5YR 10YR SI
      Hartford Schroders US MidCap Opportunities SDR 12.81 24.24 6.57 10.44 10.08 9.30
      Benchmark 14.63 29.33 5.75 11.30 10.19 ---
      Morningstar Mid-Cap Blend Category 14.30 27.57 6.70 11.18 9.42 ---

      Performance data quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate so that an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.

      SI = Since Inception. Fund Inception: 03/31/2006

      Share Class Inception: 12/30/14.
      Class SDR-shares performance from 12/30/14 through 10/21/16 reflects the performance and fees and expenses of R6 Class of the predecessor fund Schroder U.S. Small and Mid Cap Opportunities Fund (the "Predecessor Fund") and, prior to 10/30/14, the performance and fees and expenses of the Predecessor Fund's Investor Class. If Class SDR fees and expenses were reflected, performance would have differed. SI performance is calculated from 3/31/06.

      Hartford Schroders US MidCap Opportunities Fund SDR Share Morningstar Ratings
      Morningstar Medalist RatingTM
      1/18/2024
      overall
      (as of 10/31/2024)
      Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 403, 403, 365 and 253 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
      ©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
      403 PRODUCTS
      |
      Mid-Cap Blend Category
      Based on Risk-Adjusted Returns
      3 YEAR
      (as of 10/31/2024)
      Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 403, 403, 365 and 253 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
      ©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
      403 PRODUCTS
      |
      Mid-Cap Blend Category
      Based on Risk-Adjusted Returns
      5 YEAR
      (as of 10/31/2024)
      Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 403, 403, 365 and 253 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
      ©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
      365 PRODUCTS
      |
      Mid-Cap Blend Category
      Based on Risk-Adjusted Returns
      10 YEAR
      (as of 10/31/2024)
      Overall, 4 stars, 3-Year, 4 stars, 5-Year, 4 stars, and 10-Year, 4 stars, rated against 403, 403, 365 and 253 products, respectively. Morningstar RatingTM is calculated for products with at least a 3-year history, based on a risk-adjusted return measure (excluding any applicable sale charges) and accounts for variations in a product's monthly performance. 5 stars are assigned to the top 10%; 4 stars to the next 22.5%, 3 stars to the next 35%, 2 stars to the next 22.5% and 1 star to the bottom 10%. ETFs and mutual funds are considered a single population. The Overall Rating is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. For more information about these ratings, including their methodology, please go to global.morningstar.com/managerdisclosures . Ratings for other share classes may vary and are subject to change monthly. Past performance is no guarantee of future performance.
      ©2024 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/ or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
      253 PRODUCTS
      |
      Mid-Cap Blend Category
      Based on Risk-Adjusted Returns

      Characteristics

      FUND ESSENTIALS
      Inception Date 03/31/2006
      Net Assets $1.0 billion
      Total Operating Expenses 0.82%
      Morningstar Category Mid-Cap Blend
      Lipper Classification Mid-Cap Core Funds
      CUSIP 41665H177
      Fund Number 1849
      FUND STATS
      # of Holdings
      		67
      Beta (3 year)
      		0.82
      R Squared (3 year)
      		0.96
      Turnover
      		34%
      Active Share
      		91%
      % in Equities
      		96
      Holdings Characteristics
      FUND Russell MidCap Index
      Price/Earnings
      		20.8x 18.2x
      Price/Book
      		5.2x 5.7x
      Asset Weighted Market Cap (billions)
      		$19.9 $26.3
      Return on Equity
      		15.2% 13.8%
      Median Market Cap (billions)
      		$15.8 $11.0
      Top Ten Holdings (%)
      Aramark 2.59
      Assurant, Inc. 2.37
      AptarGroup, Inc. 2.25
      AppLovin Corp. 2.25
      Masimo Corp. 2.17
      Rentokil Initial PLC 2.12
      Match Group, Inc. 2.10
      BWX Technologies, Inc. 2.07
      Dolby Laboratories, Inc. 1.87
      Raymond James Financial, Inc. 1.85
      Total Portfolio % 21.64

      Full Portfolio Holdings
      Market Cap Distribution (%)

      Market Cap Header3
      Less than $2 billion 0
      $2 billion - $5 billion 2
      $5 billion - $10 billion 24
      Greater than $10 billion 75
      Not Classified 0
      RETURN CHARACTERISTICS
      Alpha (5 Year)
      		0.00
      Down Capture (5 Year)
      		85.42
      Information Ratio (5 Year)
      		-0.22
      Sharpe Ratio (5 Year)
      		0.49
      Up Capture (5 Year)
      		87.00
      Sector Exposure (%)

      Exposure Chart Header

      FUND
      		 BENCHMARK UNDERWEIGHT / OVERWEIGHT

      Exposure Chart Header2

      		9/30/24 10/31/24 10/31/24 -4 0 4
      Industrials 24 25 21
      Cash 4 4 0
      Telecommunications 3 3 1
      Technology 13 13 12
      Consumer Discretionary 15 15 15
      Health Care 10 9 9
      Financials 13 13 15
      Real Estate 7 6 8
      Utilities 4 4 6
      Consumer Staples 3 3 5
      Basic Materials 2 2 4
      Energy 3 3 6
      Based on the Russell Global Sectors classification (RGS) system. May not total to 100% due to rounding.
      distributions and capital gains
      Distribution Date Distribution NAV ordinary income short term capital gains long term capital gains total distribution
      12/27/2023 18.29 $0.0998 $0.0000 $0.0000 $0.0998
      12/11/2023 17.70 $0.0000 $0.0000 $0.2221 $0.2221
      Past distributions are not indicative of future distributions.

      Fund Literature

      VIEW MY SAVED ITEMS
      Fact Sheet
      09/30/2024 - PDF (235 KB)
      This Fund Fact Sheet summarizes the Fund's investment approach, portfolio statistics, top holdings, and current performance.
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      ORDER PRINTS
      SAVEd
      Hartford Schroders US MidCap Opportunities Sales Idea Flyer
      09/30/2024 - PDF (461 KB)
      This flyer highlights the Fund's unique approach in selecting mid-cap companies.
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      SAVEd
      Quarterly Attribution Report
      --- - PDF (172 KB)
      Attribution analysis is a method for evaluating the performance of a portfolio compared to the benchmark.
      SAVEd
      1 Year Attribution Report
      09/30/2024 - PDF (172 KB)
      Attribution analysis is a method for evaluating the performance of a portfolio compared to the benchmark.
      SAVEd
      Summary Prospectus
      PDF (159 KB)
      A summary of a fund's full-length prospectus that provides key information potential investors should consider before making an investment decision
      ORDER PRINTS
      SAVEd
      Pitchbook
      09/30/2024 - PDF (676 KB)
      This Pitchbook reviews the Fund's investment approach, investment team, investment process, portfolio statistics, top holdings, and current performance.
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      SAVEd
      Financial Statements and Other Information – Semi-Annual
      PDF (4 KB)
      An unaudited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
      SAVEd
      Financial Statements and Other Information – Annual
      PDF (4 KB)
      An audited financial report, which includes a fund's financial statements. These reports are intended for shareholders and others who have reviewed the fund's prospectus.
      SAVEd
      SAI
      PDF (13 KB)
      A document that supplements the fund's prospectus with additional information about the fund including its operations and risks.
      SAVEd
      Important Risks: Investing involves risk, including the possible loss of principal. Security prices fluctuate in value depending on general market and economic conditions and the prospects of individual companies. • Mid-cap securities can have greater risks and volatility than large-cap securities. • To the extent the Fund focuses on one or more sectors, the Fund may be subject to increased volatility and risk of loss if adverse developments occur. • Financially material environmental, social and/or governance (ESG) characteristics are one of several factors that may be considered and as a result, the investment process may not work as intended.
      3394570