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Hartford MidCap R3 (HFMRX) Fund Ranking and Research

Ranking, Research and Recommendation of Hartford MidCap R3 (HFMRX) Fund

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Graph of Hartford MidCap R3 Fund (HFMRX) ManagerFund Manager - Mark A. Whitaker

Fund Manager Information

Fund Manager Tenure: 9.7 years
Similar Funds: HFMCX  HFMIX  HFMSX  HFMTX 
Fund Family: Hartford Mutual Funds
Fund Category: Mid-Cap Growth
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A+ (Score: 0.81)     (What does this score mean?)
Mark A. Whitaker, CFA, Vice President and Equity Portfolio Manager of Wellington Management, has been involved in portfolio management for the Fund since 2010 and for other clients of the firm for at least the past five years. Mr. Whitaker has been involved in securities analysis for the Fund since 2004. Mr. Whitaker joined Wellington Management as an investment professional in 2004.  Get more insights on Mark A. Whitaker

 

Graph of Hartford MidCap R3 Fund (HFMRX) ProfileHartford MidCap R3 Fund (HFMRX) Profile

Fund Profile and Description

Hartford MidCap R3 Fund seeks long-term growth of capital. Hartford MidCap R3 Fund invests primarily in stocks selected by the sub-advisor on the basis of potential for capital appreciation. Normally it invests at least 80% of assets in common stocks of mid-capitalization companies. Hartford MidCap R3 Fund may invest up to 20% of total assets in securities of foreign issuers and non-dollar securities. It favors high-quality companies. Mid-capitalization companies are companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices.

 

Hartford MidCap R3 (HFMRX) Fund Strength What we like about Hartford MidCap R3 (HFMRX) Fund

Data for Hartford MidCap R3 Fund (HFMRX) as of May 30, 2016

  • Hartford MidCap R3 Fund (HFMRX) management has been with Hartford MidCap R3 Fund for 9.7 years
  • Hartford MidCap R3 Fund (HFMRX) has good short-term performance (1-year return -1.25% vs -5.73% Mid-Cap Growth category median performance)
  • Hartford MidCap R3 Fund (HFMRX) has good mid-term performance (3-year return 10.56% vs 8.38% Mid-Cap Growth category median performance)
  • Hartford MidCap R3 Fund (HFMRX) has good Long-term performance (5-year return 9.93% vs 7.70% Mid-Cap Growth category median performance)
  • Hartford MidCap R3 Fund (HFMRX) ratio of up-years vs down years is greater than 2
  • Hartford MidCap R3 Fund (HFMRX) has a Morningstar rating of 4 and above
  • Asset base in Hartford MidCap R3 Fund (HFMRX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Hartford MidCap R3 Fund (HFMRX) has an annual stock turnover rate of 29.00% vs Mid-Cap Growth average of 50.96%. It is good that Hartford MidCap R3 management does not trade extensively for its return.
  • Hartford MidCap R3 Fund (HFMRX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.28, lower than category average of 13.49

Hartford MidCap R3 Fund (HFMRX) Weakness What we are cautious about Hartford MidCap R3 (HFMRX) Fund

Data for Hartford MidCap R3 Fund (HFMRX) as of May 30, 2016

  • Hartford MidCap R3 Fund (HFMRX) has a higher expense ratio of 1.47% than its Mid-Cap Growth average of 1.28%
  • Even though Hartford MidCap R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See Hartford MidCap R3 Fund (HFMRX) performance details as of May 30, 2016

 

What do you think?

 

Compare Hartford MidCap R3 Fund (HFMRX)Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Hartford MidCap R33.84-1.2510.569.93
Akre Focus Instl (AKRIX)3.591.8011.1515.02Compare
Baron Asset Instl (BARIX)1.54-1.9810.2810.08Compare
Bright Rock Mid Cap Growth Instl (BQMGX)8.534.539.875.79Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare Hartford MidCap R3 Fund (HFMRX)Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Guggenheim S&P MidCap 400 Pure Gr ETF (RFG)000
PowerShares Russell Midcap Pure Gr ETF (PXMG)-0.83%-6.85%5.24%
RevenueShares NavellierOverall A-100 ETF (RWV)1.16%-5.74%7.25%
iShares Morningstar Mid-Cap Growth (JKH)1.51%-5.25%9.06%
Vanguard Mid-Cap Growth ETF (VOT)3.05%-4.02%9.94%

 

Graph of Hartford MidCap R3 Fund (HFMRX) Net Asset TrackingHartford MidCap R3 (HFMRX) Fund Net Asset

Track net asset change of Hartford MidCap R3 fund (HFMRX)

DateNet Asset
05/2016$5.74B
03/2016$5.46B
02/2016$4.97B
More historic net asset information on Hartford MidCap R3 Fund (HFMRX)

  

Graph of Hartford MidCap R3 Fund (HFMRX) Portfolio TrackingHartford MidCap R3 (HFMRX) Fund Portfolio Allocation

Track portfolio allocation change of Hartford MidCap R3 fund (HFMRX)

DateCashStockBondOther
04/20160%99.79%0%0.21%
02/20160%99.4%0%0.6%
01/20160%99.48%0%0.52%
Click here to see more historic asset allocation information on Hartford MidCap R3 Fund (HFMRX)

 

graph of Hartford MidCap R3 Fund (HFMRX) Top 10 Position TrackingTop 10 Holdings in Hartford MidCap R3 (HFMRX) Fund

Discover what Hartford MidCap R3 Fund (HFMRX) manager is buying

Apr 29, 2016
Genpact Ltd [2.8%]
Markel Corporation Common Stock [2.57%]
Waste Connections, Inc. Common [2.26%]
Advance Auto Parts Inc Advance [2.25%]
Vantiv, Inc. Class A Common Sto [2.24%]
Equifax, Inc. Common Stock [2.19%]
M&T Bank Corporation Common Sto [2.12%]
Lennox International, Inc. Comm [1.89%]
NVR, Inc. Common Stock [1.82%]
IDEX Corporation Common Stock [1.75%]

Feb 28, 2016
Genpact Ltd [2.9%]
Markel Corporation Common Stock [2.62%]
Vantiv, Inc. Class A Common Sto [2.39%]
Advance Auto Parts Inc Advance [2.31%]
Waste Connections, Inc. Common [2.18%]
Equifax, Inc. Common Stock [2.18%]
Lennox International, Inc. Comm [2.17%]
NVR, Inc. Common Stock [2.09%]
M&T Bank Corporation Common Sto [1.98%]
ManpowerGroup Common Stock [1.92%]

Jan 30, 2016
Genpact Ltd [2.91%]
Markel Corporation Common Stock [2.62%]
Equifax, Inc. Common Stock [2.57%]
Vantiv, Inc. Class A Common Sto [2.47%]
Advance Auto Parts Inc Advance [2.41%]
Waste Connections, Inc. Common [2.17%]
M&T Bank Corporation Common Sto [2.17%]
NVR, Inc. Common Stock [2.15%]
Lennox International, Inc. Comm [2.05%]
ManpowerGroup Common Stock [2.04%]
Click here for Stock Holding Change Map in Hartford MidCap R3 Fund (HFMRX)

  

Latest News on Hartford MidCap R3 (HFMRX) Fund

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Hartford MidCap R3 Fund (HFMRX) Related ResourcesSee more information on Hartford MidCap R3 (HFMRX) Fund

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