Hartford Schroders US MidCap Opportunities Fund
HFDYX
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
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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 (HFDYX) is an open-end mutual fund that seeks capital appreciation through active management of a diversified portfolio primarily invested in US mid-cap equities; it employs a blend investment style targeting companies in growth phases with established business models, focusing on three distinct types including those offering capital growth, lower downside volatility, and idiosyncratic growth opportunities. The fund offers multiple share classes such as Class Y (HFDYX, minimum initial investment of $250,000), Class R3 (HFDRX), Class C (HFDCX), Class R5 (HFDTX), and Class R4 (HFDSX), with net expense ratios ranging from 0.91% for Class Y to 1.52% for Class R3; its portfolio characteristics include 66 holdings, 91% active share, 48% turnover, 96% allocation to equities (92.86% US stocks, 3.68% non-US stocks, 3.46% cash), and sector overweightings in industrials (22.84-25%), technology (17-20.33%), and financial services (11-15.72%) relative to the Russell Midcap Index benchmark. Top holdings as of recent data include Aramark (2.32-2.58%), Rentokil Initial PLC (2.11-2.48%), BWX Technologies Inc. (2.00-2.28%), West Pharmaceutical Services Inc. (2.08-2.36%), and Coherent Corp. (1.95-2.12%), with total net assets approximating $964-978 million USD across classes and primary operations in the United States. Sub-advised by Schroders, with over 200 years of global investment experience and portfolio managers Joanna Wald (since 2013) and Robert Kaynor (since 2018), the fund leverages the full resources of Schroders alongside Hartford Funds, founded in 1996 and headquartered in Wayne, Pennsylvania, which traces roots to The Hartford established in 1810 in Hartford, Connecticut. Launched on October 24, 2016, as part of the 2016 strategic partnership between Hartford Funds and Schroders—wherein Hartford adopted 10 Schroders US mutual funds rebranded as Hartford Schroders Funds with $2.2 billion in initial assets—the fund continues under this ongoing alliance without major recent changes such as new product launches, acquisitions, or reorganizations reported in the last 1-2 years.