Nasdaq USD

Hartford MidCap Value C (HMVCX)

10.42
-0.01
(-0.10%)
At close: 8:04:22 PM EDT

Fund Summary

The fund seeks to achieve its investment objective by investing at least 80% of its assets in mid-capitalization companies, focusing on securities that the sub-adviser believes are undervalued in the marketplace. The sub-adviser defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. The fund may invest up to 15% of its net assets in securities of foreign issuers and non-dollar securities.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 32.92%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 7

Performance & Risk

YTD Return -1.97%
5y Average Return 15.03%
Rank in Category (ytd) 89
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
HMVCXCategory AverageHMVCXCategory AverageHMVCXCategory Average
Alpha -8.34 -0.09 -2.99 -0.07 -6.68 -0.06
BETA 1.09 0.01 0.99 0.01 1.08 0.01
Mean Annual Return 0.44 0.01 1.06 0.01 0.59 0.01
R-squared 77.51 0.85 72.61 0.82 79.05 0.84
Standard Deviation 20.22 0.25 18.72 0.2 18.69 0.17
Sharpe Ratio 0.03 0.01 0.53 0.01 0.27 0.01
Treynor Ratio -1.28 0.08 8.87 0.09 3.15 0.09

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