Hartford Schroders US MidCap Opportunities Fund Class Y (HFDYX)

Fund Assets	1.07B
Expense Ratio	0.871%
Min. Investment	$250,000
Turnover	62.00%
Dividend (ttm)	0.08
Dividend Yield	0.35%
Dividend Growth	18.45%
Payout Frequency	n/a
Ex-Dividend Date	Dec 29, 2025

Previous Close	22.42
YTD Return	18.67%
1-Year Return	24.76%
5-Year Return	51.72%
52-Week Low	18.96
52-Week High	23.41
Beta (5Y)	1.12
Holdings	74
Inception Date	Oct 24, 2016

About HFDYX

Hartford Schroders US MidCap Opportunities Fund Class Y is a mutual fund focused on achieving capital appreciation by investing primarily in U.S. mid-cap equities. Managed in collaboration with Schroders, a global asset management firm with over two centuries of investment experience, the fund employs an active management approach to uncover opportunities among mid-sized companies. These companies are often in their growth phase, offering a blend of established business models and the potential for expansion. The investment strategy seeks to balance three types of holdings: those poised for capital growth, those that may provide lower downside volatility, and those targeting idiosyncratic growth. The portfolio is broadly diversified, typically holding over 60 stocks across sectors, and demonstrates a high active share, indicating a strong deviation from its benchmark, the Russell MidCap Index. With an emphasis on fundamental research and risk management, this fund serves as a core holding for investors seeking exposure to the dynamic and innovative segment of the U.S. mid-cap equity market, which often bridges the characteristics between large blue-chip companies and smaller, more volatile firms.

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

Performance

HFDYX had a total return of 24.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.30%.

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%
HFDTX	Class R5	0.92%
SMDIX	Class I	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	$0.07827	Dec 30, 2025
Dec 11, 2025	$1.7994	Dec 12, 2025
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

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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