Hartford Schroders US MidCap Opps SDR
SMDRX
NASDAQ22.53
USD
-0.03
- -
CIK
0000908802
ISIN
US41665H1775
CUSIP
41665H177
Return %
Stock
S&P500
1Y
16.19
19.01
3Y
27.36
65.48
5Y
9.00
72.20
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
- Hartford CT 06104-2999 New York NY United States of America 10172
- IPO Date
- Dec 30, 2014
- CIK
- 0000908802
- Website
- am.jpmorgan.com
- Similar Companies
- Business
- Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX) is an open-end mutual fund that seeks capital appreciation through active investment primarily in U.S. mid-cap equities; it targets three distinct company types—those offering capital growth potential, lower downside volatility, and idiosyncratic growth opportunities—across sectors including industrials, technology, financial services, and healthcare. The fund maintains a diversified portfolio of approximately 66 holdings, with about 93% in U.S. stocks, 4% cash, and minor non-U.S. equity exposure; top holdings as of late 2025 include Aramark, Rentokil Initial PLC, West Pharmaceutical Services, Coherent Corp., and Hexcel Corp., representing around 11% of assets; other characteristics feature a beta of 0.79, turnover of 48%, active share of 91%, and net expense ratio of 0.81%. Share classes including A (SMDVX), F, I, R3, R4, R5, Y, and SDR are available, with SMDRX designed for retirement and large investors requiring a $5 million minimum initial investment. Sub-advised by Schroder Investment Management North America Inc. (SIMNA), a unit of Schroders with over 200 years of global investment experience, the fund leverages Schroders' resources for portfolio management led by Joanna Wald (since 2013) and Robert Kaynor (since 2018); Hartford Funds Management Company, LLC serves as the investment manager, overseeing sub-advisory arrangements. The strategic partnership between Hartford Funds and Schroders, established in 2016, expanded Hartford's platform by adopting and rebranding select Schroders U.S. mutual funds under the Hartford Schroders banner, enhancing equity, fixed income, and multi-asset offerings. Launched on December 30, 2014, as part of the broader Hartford Schroders series (with roots in a strategy dating to 2006 for certain classes), the fund operates from Hartford Funds' headquarters in Wayne, Pennsylvania, and is domiciled in the United States for distribution to U.S. investors. Total net assets stand at approximately $988 million, with the SDR class at $60 million. No major acquisitions, funding rounds, or structural reorganizations have been reported for the fund in the last 1-2 years; portfolio adjustments reflect ongoing active management amid market conditions.