Hartford Schroders US MidCap Opportunities Fund Class C
HFDCX
NASDAQ- -
USD
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Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 690 Lee Road Wayne PA United States of America 19087
- IPO Date
- Oct 24, 2016
- CIK
- 0000049905
- Website
- hartfordfunds.com
- Similar Companies
- Business
- Hartford Schroders US MidCap Opportunities Fund Class C (HFDCX) is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in equity securities of mid-cap companies located in the United States; it normally allocates at least 80% of its assets to such securities, including common and preferred stocks of companies with market capitalizations typically aligned with the Russell Midcap Index, targeting three distinct types—those offering capital growth potential, lower downside volatility, and idiosyncratic growth opportunities. The fund offers multiple share classes, including Class C (HFDCX) with a net expense ratio of approximately 1.91%, alongside Classes A (SMDVX), F (HFDFX), I (SMDIX), R3 (HFDRX), R4 (HFDSX), R5 (HFDTX), SDR (SMDRX), and Y (HFDYX); as of late 2025, it maintains net assets of around $956-977 million, approximately 66-68 equity holdings (98% of portfolio), a 48% turnover rate, and an active share of 91% versus its benchmark. Sector allocations emphasize industrials (23%), technology (17-21%), financial services (13-14%), and consumer discretionary (14-16%), with top holdings such as Aramark, BWX Technologies, Twilio, Hexcel Corp., Ciena Corp., Rentokil Initial PLC, West Pharmaceutical Services, Coherent Corp., Teledyne Technologies, and Assurant, representing over 20% of the portfolio; the fund is sub-advised by Schroder Investment Management North America Inc. and Schroder Investment Management North America Limited, leveraging their combined 200+ years of global investment experience across public and private markets. Launched with an inception date of March 31, 2006 (predecessor fund basis), the fund is managed within the Mid-Cap Blend category by Hartford Funds, a subsidiary of The Hartford Financial Services Group, Inc. (founded 1810), with Hartford Funds headquartered in Wayne, Pennsylvania, and administrative operations in Kansas City, Missouri. It primarily serves U.S. investors through financial advisors and intermediaries, with daily pricing, a minimum initial investment of $2,000 for Class C (additional $50), and a 1.00% deferred load; geographic focus remains overwhelmingly on U.S. stocks (93%), with minor non-U.S. equity exposure (3-4%) and cash (2-3%). The Hartford Schroders series emerged from a 2016 strategic alliance between Hartford Funds and Schroders, under which Hartford adopted several Schroders U.S. mutual funds (initially $2.2 billion AUM), rebranding them as Hartford Schroders Funds with Schroders as sub-adviser to broaden active equity, fixed income, and multi-asset offerings to U.S. intermediaries; this partnership, completed by Q3 2016 pending approvals, accelerated Schroders' U.S. growth while expanding Hartford's platform to over 45 funds. Portfolio managers Joanna Wald (since December 2013) and Robert Kaynor, CFA (since January 2018), direct the strategy, supported by Schroders' resources; recent updates include benchmark shift from Russell 2500 to Russell Midcap Index effective May 1, 2019, alongside ongoing portfolio evolution reflected in 2025 characteristics like a 3-year beta of 0.79-0.81 and R-squared of 0.92-0.94 versus the benchmark. No major acquisitions, funding rounds, or product launches specific to HFDCX have been announced in the last 1-2 years, with focus sustained on mid-cap blend active management amid market volatility.