HFDRX

About HFDRX

The Hartford Schroders US MidCap Opportunities Fund Class R3 is a mutual fund focused on achieving capital appreciation by investing primarily in U.S. mid-capitalization companies. The fund targets businesses that are typically in a growth phase, offering more established business models and management teams compared to smaller firms. Its distinctive strategy combines three types of companies: those selected for capital growth, for lower downside volatility, and for unique, idiosyncratic growth opportunities. Sub-advised by Schroders, a global investment manager with over 200 years of experience, the fund leverages active management and thorough fundamental research. It maintains a diversified portfolio, typically holding around 65–66 positions, and keeps a high allocation to equities, usually around 96–97%. The fund’s managers utilize a blend of quantitative and qualitative analysis to construct a portfolio aiming for strong risk-adjusted returns while maintaining relatively low volatility, as reflected in its 3-year beta of approximately 0.82. As part of the Morningstar Mid-Cap Blend category, the fund plays a significant role for investors seeking exposure to the dynamic U.S. mid-cap equity segment with a disciplined, multifaceted investment approach.