Hartford Schroders US MidCap Opportunities Fund
HFDTX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
•
in mil. unless spec.Quarterly Revenue
FRC
•
in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
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 (HFDTX) is an open-end mutual fund that seeks capital appreciation by investing primarily in equity securities of mid-cap companies, normally allocating at least 80% of its assets to such securities. The fund employs a blend investment style, targeting three distinct types of companies—those offering capital growth, lower downside volatility, and idiosyncratic growth—primarily within the United States, with limited exposure to non-US stocks; it maintains a portfolio of approximately 66-68 holdings across sectors such as technology (around 24%), industrials (around 24%), financial services (around 13%), and healthcare (around 8%), with top holdings including Aramark, BWX Technologies, Twilio, Ciena Corp., and Hexcel Corp. Class R5 shares (HFDTX), along with other classes such as A (SMDVX), C (HFDCX), F (HFDFX), I (SMDIX), R3 (HFDRX), R4 (HFDSX), SDR (SMDRX), and Y (HFDYX), feature a net expense ratio of approximately 0.92%, turnover of 48%, beta of 0.79-0.81 (3-year), and total net assets of roughly $956-959 million as of late 2025. Sub-advised by Schroders, with over 200 years of global investment experience, and managed by Hartford Funds, the fund leverages the full resources of both organizations, including portfolio managers Joanna Wald (since 2013) and Robert Kaynor (since 2018). The broader Hartford Schroders suite stems from a 2016 strategic partnership in which Hartford Funds adopted 10 Schroders US mutual funds, rebranding them as Hartford Schroders Funds to expand actively managed equity, fixed income, and multi-asset strategies for US investors, with the partnership continuing to evolve, including the 2023 launch of the Hartford Schroders Private Opportunities Fund. Hartford Funds, headquartered in Wayne, Pennsylvania, operates as part of The Hartford Financial Services Group, Inc., while Schroders maintains key US offices in New York, New York. The fund's Class R5 shares launched on October 24, 2016, building on the strategy's earlier inception for other classes dating back to July 29, 2005. It primarily serves retirement plans, institutional investors, and financial advisors through daily pricing, with no minimum initial investment for R5 shares and a focus on mid-cap blend category performance, exhibiting characteristics like an active share of 91%, R-squared of 0.92 (3-year), and asset-weighted market cap around $22.6 billion. No major acquisitions, funding rounds, name changes, or strategic shifts specific to HFDTX have been reported in the last 1-2 years, with portfolio evolution reflected in ongoing sector allocations and holdings adjustments as of September-October 2025.