Hartford Schroders US MidCap Opps R4 (HFDSX)

Fund Assets	1.07B
Expense Ratio	1.202%
Min. Investment	$2,000
Turnover	62.00%
Dividend (ttm)	0.03
Dividend Yield	0.14%
Dividend Growth	308.32%
Payout Frequency	n/a
Ex-Dividend Date	Dec 29, 2025

Previous Close	22.16
YTD Return	17.69%
1-Year Return	24.31%
5-Year Return	51.75%
52-Week Low	18.74
52-Week High	23.15
Beta (5Y)	1.12
Holdings	74
Inception Date	Oct 24, 2016

About HFDSX

Hartford Schroders US MidCap Opportunities Fund Class R4 is an actively managed mutual fund focused on achieving capital appreciation by investing primarily in mid-cap U.S. companies. The fund emphasizes identifying three types of companies—those offering capital growth, those providing lower downside volatility, and those with unique, idiosyncratic growth characteristics. Its strategy seeks to capitalize on the growth potential of mid-sized firms, which often combine the stability of established operations with exceptional growth prospects. Sub-advised by Schroders, a global investment firm with over two centuries of experience, the fund leverages extensive research to select a diversified portfolio—typically holding around 65-66 positions across sectors such as consumer discretionary, energy, consumer staples, and others. With a high active share and a moderate portfolio turnover rate, the fund distinguishes itself through its active approach to stock selection. The fund primarily holds equity securities and aims for a balance of risk and return, making it a core option for investors seeking exposure to the dynamic mid-cap segment of the U.S. equity market.

• Fund Family: Hartford Mutual Funds
• Category: Mid-Cap Blend
• Performance Rating: Above Average
• Risk Rating: Low
• Stock Exchange: Nasdaq
• Ticker Symbol: HFDSX
• Share Class: Class R4
• Index: Russell MidCap TR

Performance

HFDSX had a total return of 24.31% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.94%.

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 29, 2025	$0.0314	Dec 30, 2025
Dec 11, 2025	$1.7994	Dec 12, 2025
Dec 27, 2024	$0.00769	Dec 30, 2024
Dec 11, 2024	$1.58748	Dec 12, 2024
Dec 27, 2023	$0.04047	Dec 28, 2023
Dec 11, 2023	$0.22209	Dec 12, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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