The Hartford MidCap Fund
HMDCX
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
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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
- Jul 31, 1998
- CIK
- 0001006415
- Website
- hartfordfunds.com
- Similar Companies
- Business
- The Hartford MidCap Fund (HMDCX) is an open-end mutual fund that seeks long-term growth of capital by investing primarily in common stocks of mid-capitalization companies defined as those 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; the Fund normally invests at least 80% of its assets in such equities, focusing on high-quality companies with sustainable growth potential through fundamental analysis of business environment, management quality, balance sheet strength, income statements, anticipated earnings, revenues, and dividends. Sub-advised by Wellington Management Company LLP since inception, the Fund employs a bottom-up stock selection process supported by quantitative and qualitative evaluation of company quality attributes, maintaining a diversified portfolio across sectors aligned with the Russell Midcap Growth Index while allowing flexibility to emphasize certain sectors based on market conditions; as of November 30, 2025, it holds 63 positions with 99% in equities (5% foreign), top sectors including technology (24%), industrials (25%), and consumer discretionary (16%), and leading holdings such as Cloudflare Inc. (3.54%), Natera Inc. (3.20%), and Rollins Inc. (3.00%). The Fund offers multiple share classes including Class C (HMDCX, 1.89% net expense ratio, 1% contingent deferred sales charge), Class A (HFMCX, 5.50% front-end load), Class I (HFMIX), and others like R3-R6, Y, and F, with a minimum initial investment of $2,000 for most retail classes ($50 subsequent) and assets under management exceeding $4.5 billion across classes. Launched on July 31, 1998 (inception December 31, 1997 for certain classes), the Fund is managed by Hartford Funds Management Company, LLC, with Hartford Funds headquartered in Hartford, Connecticut; it primarily targets U.S. investors seeking mid-cap growth exposure through broker-dealers, financial intermediaries, and direct platforms. Recent changes include the departure of portfolio manager Philip W. Ruedi, CFA, effective December 31, 2024, with responsibilities transitioning to continuing managers Timothy W. Egan, CFA (since 2023) and Mark A. Whitaker, CFA (since 2004); a shift in principal benchmark from the S&P MidCap 400 Index to the Russell Midcap Growth Index effective the same date to better reflect the growth-oriented strategy; addition of explicit Growth Investing Style Risk disclosure; and a Class C reverse stock split to adjust share count and NAV proportionality.