About SMDRX
The Hartford Schroders US MidCap Opportunities Fund Class SDR is an actively managed mutual fund focused on achieving capital appreciation by investing primarily in mid-capitalization companies within the United States. Sub-advised by Schroders, a global investment manager with over two centuries of experience, the fund takes a diversified approach by targeting companies positioned for capital growth, those with lower downside volatility, and businesses exhibiting idiosyncratic growth characteristics. Emphasizing a blend of growth and value strategies, the portfolio typically holds a concentrated set of 60–70 stocks, with more than 90% of assets in equities, across a variety of sectors including industrials, consumer discretionary, healthcare, and financial services. The fund benchmarks its performance against the Russell Midcap Index, aiming to outperform through a bottom-up, research-driven stock selection process. With a disciplined investment process and a focus on downside resilience, the fund serves institutional and retirement plan investors seeking balanced 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 Below Average
Stock Exchange Nasdaq
Ticker Symbol SMDRX
Share Class Class Sdr
Index Russell MidCap TR
SMDRX had a total return of 24.49% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.42%.
