Hartford Schroders US MidCap Opps Y (HFDYX)

Fund Assets	956.58M
Expense Ratio	0.91%
Min. Investment	$250,000
Turnover	48.00%
Dividend (ttm)	1.65
Dividend Yield	8.12%
Dividend Growth	445.75%
Payout Frequency	n/a
Ex-Dividend Date	Dec 27, 2024

Previous Close	20.31
YTD Return	4.95%
1-Year Return	6.24%
5-Year Return	67.02%
52-Week Low	16.38
52-Week High	22.22
Beta (5Y)	0.95
Holdings	68
Inception Date	Oct 24, 2016

About HFDYX

Under normal circumstances, the fund invests primarily in equity securities. It normally invests at least 80% of its assets in securities of mid cap companies located in the United States. The fund may also invest in equity securities of micro cap companies, small cap companies or large cap companies if the Sub-Adviser believes they offer the potential for capital appreciation. It may invest in common and preferred stocks, as well as in over-the-counter securities.

• Fund Family: Hartford Mutual Funds
• Category: Mid-Cap Blend
• Stock Exchange: NASDAQ
• Ticker Symbol: HFDYX
• Share Class: Class Y
• Index: Russell MidCap TR

Performance

HFDYX had a total return of 6.24% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.07%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
HFDFX	Class F	0.81%
SMDRX	Class Sdr	0.81%
SMDIX	Class I	0.91%
HFDTX	Class R5	0.92%

Top 10 Holdings

22.78% of assets

Name	Symbol	Weight
Usd	n/a	3.62%
Aramark	ARMK	2.68%
Twilio Inc.	TWLO	2.41%
BWX Technologies, Inc.	BWXT	2.37%
Hexcel Corporation	HXL	2.22%
Rentokil Initial plc	RTO	2.05%
Evercore Inc.	EVR	1.91%
Advanced Drainage Systems, Inc.	WMS	1.88%
West Pharmaceutical Services, Inc.	WST	1.82%
Flutter Entertainment plc	FLUT	1.81%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 27, 2024	$0.06608	Dec 30, 2024
Dec 11, 2024	$1.58748	Dec 12, 2024
Dec 27, 2023	$0.08091	Dec 28, 2023
Dec 11, 2023	$0.22209	Dec 12, 2023
Dec 28, 2022	$0.07389	Dec 29, 2022
Dec 12, 2022	$0.46156	Dec 13, 2022