Hartford Schroders US MidCap Opportunities Fund Class R3
HFDRX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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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 R3 (HFDRX) is an open-end mutual fund that seeks capital appreciation through active investment primarily in U.S. mid-cap equities. The fund targets three distinct types of companies—those offering capital growth potential, lower downside volatility, and idiosyncratic growth opportunities—across sectors such as industrials (approximately 23%), technology (19%), financial services (13%), healthcare (8%), and others; it maintains a portfolio of around 66-68 holdings with 96-98% in equities, including top positions in Aramark, BWX Technologies, Rentokil Initial PLC, Hexcel Corp., and Ciena Corp., benchmarked against the Russell Midcap Index. Sub-advised by Schroders, which brings over 200 years of global investment experience across public and private markets, the fund emphasizes mid-cap companies in their growth phase with established business models and management teams, incorporating financially material environmental, social, and governance (ESG) characteristics as one of several investment factors. Launched on October 24, 2016 for the R3 share class (with the underlying strategy dating to March 31, 2006), HFDRX is domiciled and available for sale in the United States, with total net assets of approximately $978 million and a net expense ratio of 1.52%; it is managed by Joanna Wald (since December 31, 2013) and Robert Kaynor, CFA (since January 10, 2018), supported by Hartford Funds Management Company, LLC and Schroder Investment Management North America Inc. The fund exhibits characteristics including a 3-year beta of 0.79-0.81, R-squared of 0.91-0.94, annual turnover of 48%, and active share of 91%, with an asset-weighted market cap of about $22 billion and price/earnings ratio of 19-21x. Recent developments include sustained performance through 2025, with year-to-date returns of around 1.3-1.8% for R3 shares as of September/October 2025 (and updated to 6.95% YTD as of November 30, 2025), alongside portfolio adjustments reflected in updated sector weights (e.g., overweight industrials and technology relative to benchmark) and top holdings shifts; no major acquisitions, funding rounds, partnerships, or strategic reorganizations have been publicly announced in the last 1-2 years.