Nasdaq - Delayed Quote USD
Hartford MidCap Value R5 (HMVTX)
17.05
-0.44
(-2.52%)
At close: 8:01:32 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 | 34.32% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | -1.80% |
| 5y Average Return | 14.47% |
| Rank in Category (ytd) | 86 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.09 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| HMVTX | Category Average | HMVTX | Category Average | HMVTX | Category Average | |
| Alpha | -7.28 | -0.09 | -1.92 | -0.07 | -5.63 | -0.06 |
| BETA | 1.09 | 0.01 | 0.99 | 0.01 | 1.08 | 0.01 |
| Mean Annual Return | 0.53 | 0.01 | 1.16 | 0.01 | 0.68 | 0.01 |
| R-squared | 77.49 | 0.85 | 72.59 | 0.82 | 79.06 | 0.84 |
| Standard Deviation | 20.24 | 0.25 | 18.74 | 0.2 | 18.72 | 0.17 |
| Sharpe Ratio | 0.08 | 0.01 | 0.59 | 0.01 | 0.33 | 0.01 |
| Treynor Ratio | -0.27 | 0.08 | 10.07 | 0.09 | 4.18 | 0.09 |
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