The Hartford MidCap Fund Class R4
HFMSX
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
FRC
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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
- May 29, 2009
- CIK
- 0001006415
- Website
- hartfordfunds.com
- Similar Companies
- Business
- The Hartford MidCap Fund Class R4 (HFMSX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in common stocks of mid-capitalization companies selected by its sub-adviser, Wellington Management Company LLP, based on potential for capital appreciation; under normal circumstances, the Fund invests at least 80% of its assets in such mid-cap equities, defined as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices (approximately $159.43 million to $168.43 billion as of December 31, 2024), focusing on high-quality firms with sustainable growth potential through fundamental analysis of business environment, management quality, balance sheet strength, income statements, anticipated earnings, revenues, and dividends. The Fund offers multiple share classes including A (HFMCX), C (HMDCX), F (HMDFX), I (HFMIX), R3 (HFMRX), R4 (HFMSX), R5 (HFMTX), R6 (HFMVX), and Y (HMDYX), with Class R4 featuring a net expense ratio of 1.17%, no front-end load, and availability to retirement plans and other institutional investors with no minimum initial investment. It maintains a diversified portfolio across sectors aligned with the Russell Midcap Growth Index, such as Information Technology (24%), Industrials (25%), and Consumer Discretionary (19%), with top holdings including Interactive Brokers Group Inc. (4.03%), Cloudflare Inc. (3.92%), Veeva Systems Inc. (3.02%), Axon Enterprise Inc. (2.92%), and Monolithic Power Systems Inc. (2.74%) as of September 30, 2025; the portfolio holds 68 positions, 100% in equities (5% foreign), with a portfolio turnover rate of 51% for the fiscal year ended October 31, 2024, a beta of 0.93, and asset-weighted market cap of $39.9 billion. The Fund, part of Hartford Funds' lineup managed by Hartford Funds Management Company, LLC, operates in the mid-cap growth segment of the U.S. equity market, targeting investors seeking exposure to companies in their growth phase with established business models and management teams; it serves individual, institutional, and retirement plan investors primarily in the United States. Portfolio management is led by Timothy W. Egan, CFA (Senior Managing Director and Equity Portfolio Manager, involved since 2023) and Mark A. Whitaker, CFA (Senior Managing Director and Equity Portfolio Manager, involved since 2004), following the departure of Philip W. Ruedi, CFA, effective December 31, 2024. Recent developments include a Class C share reverse stock split on September 13, 2024, to reduce outstanding shares and associated expenses; a benchmark shift effective December 31, 2024, from the S&P MidCap 400 Index to the Russell Midcap Growth Index for better alignment with the Fund's strategy; and continued sub-advisory partnership with Wellington Management, highlighted by Hartford Funds' September 24, 2025, launch of the Hartford Dynamic Bond ETF (DYNB), also sub-advised by Wellington. The Fund's net assets stood at approximately $4.4 billion as of September 30, 2025, with Class R4 share class size around $31.56 million. Hartford Funds, founded in 1996 and headquartered in Wayne, Pennsylvania, oversees more than $142 billion in assets under management across mutual funds and ETFs, leveraging sub-advisers like Wellington Management (established 1928).