Hartford MidCap Value R5 (HMVTX)
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Hartford MidCap Value R5
Hartford CT 06115
Itt Hartford Group NC P O Box 2999
HARTFORD MUTUAL FUNDS INC/CT
8008626668
Management Information
Mark S. Goodman,Lead Manager since February 29, 2024
Mark S. Goodman, CFA, Managing Director and Equity Research Analyst of Wellington Management, has served as a portfolio manager for the Fund since 2024 and has been involved in securities analysis for the Fund since 2019. Mr. Goodman joined Wellington Management as an investment professional in 2019. Prior to joining Wellington Management, Mr. Goodman was an investment professional with Chartwell Investment Partners (2007 – 2019), Endowment Capital Group (2003 – 2007), and Merrill Lynch Investment Managers (2000 – 2003).
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryMid-Cap Value
Fund FamilyHartford Mutual Funds
Net Assets997.52M
YTD Return1.79%
Yield0.74%
Morningstar Rating★★★
Inception DateMay 27, 2010
Fund Operations
Last Dividend0.14
Last Cap Gain3.00
Holdings Turnover84.00%
Average for CategoryN/A
Fees & Expenses
ExpenseHMVTXCategory Average
Annual Report Expense Ratio (net)0.86%1.01%
Prospectus Net Expense Ratio0.86%N/A
Prospectus Gross Expense Ratio0.86%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.38%
Max Deferred Sales LoadN/A1.14%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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