Hartford MidCap R3 (HFMRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD

23.66

-0.64 (-2.63%)

At close: Oct 14, 2026

Fund Assets	3.06B
Expense Ratio	1.42%
Min. Investment	$2,000
Turnover	81.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 11, 2025

Previous Close	24.30
YTD Return	-0.88%
1-Year Return	-4.03%
5-Year Return	-8.33%
52-Week Low	21.54
52-Week High	30.77
Beta (5Y)	1.19
Holdings	71
Inception Date	May 29, 2009

About HFMRX

The Hartford MidCap Fund Class R3 is a mutual fund focused on achieving long-term capital growth by investing primarily in U.S. mid-capitalization companies. This fund targets firms that are considered to be in a growth phase—businesses that are more established than small-cap companies but still possess significant potential for expansion. The portfolio is actively managed by a team from Wellington Management, applying a collaborative, research-driven approach to identify high-quality mid-cap stocks with strong growth metrics such as earnings, sales, and cash flow. The fund spans a diverse array of sectors, reflecting the broad market exposure typical of mid-cap growth portfolios. With around 81 holdings and nearly all assets in U.S. equities, the fund seeks to capitalize on the dynamic opportunities that mid-sized companies offer, balancing established business models with the potential for above-average growth. Its size and active management make it a notable participant in the mid-cap segment of the U.S. equity market, appealing to investors seeking exposure to companies that may have outgrown the volatility of small caps but are still expanding faster than their large-cap counterparts.

Fund Family Hartford Mutual Funds

Category Mid-Cap Growth

Performance Rating Below Average

Risk Rating Average

Stock Exchange Nasdaq

Ticker Symbol HFMRX

Share Class Class R3

Index S&P Mid Cap 400 TR

Performance

HFMRX had a total return of -4.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.03%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
HMDFX	Class F	0.76%
HFMVX	Class R6	0.76%
HFMTX	Class R5	0.86%
HFMIX	Class I	0.86%

Top 10 Holdings

29.00% of assets

Name	Symbol	Weight
Interactive Brokers Group, Inc.	IBKR	3.63%
Fastenal Company	FAST	3.62%
Cloudflare, Inc.	NET	3.53%
Natera, Inc.	NTRA	3.18%
Flex Ltd.	FLEX	3.08%
Snowflake Inc.	SNOW	2.57%
Lumentum Holdings Inc.	LITE	2.54%
Acuity Inc.	AYI	2.37%
O'Reilly Automotive, Inc.	ORLY	2.30%
MKS Inc.	MKSI	2.19%

View More Holdings

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 11, 2025	$5.44482	Dec 12, 2025
Dec 11, 2024	$1.66881	Dec 12, 2024
Dec 11, 2023	$0.5913	Dec 12, 2023
Dec 12, 2022	$2.2495	Dec 13, 2022
Dec 10, 2021	$4.15947	Dec 13, 2021
Dec 10, 2020	$3.96263	Dec 11, 2020

Full Dividend History