Hartford Schroders US MidCap Opportunities Fund Class C (HFDCX)

Fund Assets	1.07B
Expense Ratio	2.005%
Min. Investment	$2,000
Turnover	62.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	20.36
YTD Return	17.08%
1-Year Return	22.77%
5-Year Return	43.95%
52-Week Low	17.29
52-Week High	21.29
Beta (5Y)	1.12
Holdings	74
Inception Date	Oct 24, 2016

About HFDCX

Hartford Schroders US MidCap Opportunities Fund Class C is a mutual fund focused on capital appreciation through investments in U.S. mid-cap companies. The fund targets a distinctive blend of three company types: those with strong capital growth prospects, those positioned for lower downside volatility, and those offering idiosyncratic growth opportunities. Managed by Hartford Funds and sub-advised by Schroders, a firm with over 200 years of global investment experience, the fund leverages deep research and active management to construct a diversified portfolio. It typically allocates at least 80% of its assets to equity securities, selecting businesses in their growth phase with well-established management teams and proven business models. With around 65 holdings across sectors such as consumer discretionary, industrials, and healthcare, the fund is designed to capture the dynamic potential of mid-sized firms. Its role in the financial market is to provide investors access to a segment often positioned between the agility of small caps and the stability of large caps, aiming to balance growth opportunities with managed risk within a single investment solution.

• Fund Family: Hartford Mutual Funds
• Category: Mid-Cap Blend
• Performance Rating: Average
• Risk Rating: Low
• Stock Exchange: Nasdaq
• Ticker Symbol: HFDCX
• Share Class: Class C
• Index: Russell MidCap TR

Performance

HFDCX had a total return of 22.77% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.15%.

Equivalent Funds

These are funds that follow the same index from the other major fund companies.

Symbol	Provider	Name	Expense Ratio
SWMCX	Schwab	Schwab ® US Mid-Cap Index	0.04%
FLAPX	Fidelity	Fidelity Flex Mid Cap Index Fund	n/a
FSMDX	Fidelity	Fidelity Mid Cap Index Fund	0.03%

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
HFDFX	Class F	0.80%
SMDRX	Class Sdr	0.81%
HFDYX	Class Y	0.91%
HFDTX	Class R5	0.92%

Top 10 Holdings

20.59% of assets

Name	Symbol	Weight
Usd	n/a	3.92%
Assurant, Inc.	AIZ	2.14%
Mettler-Toledo International Inc.	MTD	2.02%
Dynatrace, Inc.	DT	1.83%
Reinsurance Group of America, Incorporated	RGA	1.83%
TechnipFMC plc	FTI	1.82%
Zebra Technologies Corporation	ZBRA	1.80%
Valero Energy Corporation	VLO	1.80%
Tractor Supply Company	TSCO	1.73%
Diamondback Energy, Inc.	FANG	1.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$1.7994	Dec 12, 2025
Dec 11, 2024	$1.58748	Dec 12, 2024
Dec 11, 2023	$0.22209	Dec 12, 2023
Dec 12, 2022	$0.46156	Dec 13, 2022
Dec 10, 2021	$2.900	Dec 13, 2021
Dec 10, 2019	$0.10422	Dec 11, 2019

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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