THE HARTFORD MIDCAP FUND
HARTFORD MUTUAL FUNDS, INC · 9 share classes
Fund classification
Classified from what the fund holds · as of 2026 Q2
THE HARTFORD MIDCAP FUND is an actively managed U.S. equity fund. 47% of HFMCX’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 91% of the fund’s equity).
- Asset class
- Equity
- Region
- United States
- Management
- Actively managed
- Fund type
- Open-end fund
Fund profile
As filed in the prospectus · 2026 Q1
The Fund seeks long-term growth of capital.
The fund invests primarily in common stocks of mid-capitalization companies selected by sub-adviser Wellington Management on the basis of potential for capital appreciation, using fundamental analysis to identify quality companies with sustainable growth potential. The portfolio is diversified across sectors represented in the Russell Midcap Growth Index, though the fund may concentrate in one or more sectors based on market conditions. Mid-capitalization companies are defined as those within the market capitalization range of the Russell Midcap and S&P MidCap 400 Indices, approximately $502.96 million to $100.79 billion as of December 31, 2025.
| Share class | Expense ratio |
|---|---|
| HFMCX | 1.13% |
| HMDCX | 1.91% |
| HMDYX | 0.86% |
| HFMIX | 0.86% |
| HFMRX | 1.48% |
| HFMSX | 1.17% |
| HFMTX | 0.86% |
| HFMVX | 0.76% |
| HMDFX | 0.76% |
Portfolio turnover 81.00% · as of 2026 Q1
Allocation
Asset groups · long / short shown separately, never netted · 2026 Q2
| Stocks | 99.56% |
| Cash & short-term | 0.14% |
Sector allocation
The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2
| Industrials | 29.6% |
| Information Technology | 21.9% |
| Consumer Discretionary | 15.6% |
| Communication Services | 8.5% |
| 8 smaller | 24.4% |
Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).
Portfolio growth profile
How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2
Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.
Latest quarter
What changed since the fund's previous filing
Return profile
Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026
| Share class | 1-year | 3-year | 5-year | Vol | Worst fall |
|---|---|---|---|---|---|
| +12.17% | +19.17% | -5.26% | 15.26% | -15.96% | |
| +11.33% | +16.38% | -8.89% | 15.24% | -16.17% | |
| +12.50% | +20.09% | -4.00% | 15.29% | -15.91% | |
| +12.45% | +20.08% | -4.11% | 15.26% | -15.90% | |
| +11.79% | +17.86% | -6.98% | 15.24% | -16.07% | |
| +12.12% | +18.98% | -5.50% | 15.24% | -15.99% | |
| +12.47% | +20.08% | -4.05% | 15.26% | -15.90% | |
| +12.58% | +20.45% | -3.56% | 15.26% | -15.87% | |
| +12.60% | +20.40% | -3.58% | 15.27% | -15.88% |
These classes hold the same portfolio, so the 5.33pp spread over 5 years is the cost difference between them — roughly 1.07pp a year — not a difference in what they own.
Holdings
By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page
| Ticker | Issuer | %NAV | Reported price | Value | Shares |
|---|---|---|---|---|---|
| MPWR | Monolithic Power Systems IncMPWR | 4.29% | $1,614.41 | $152.03M | 94.2K |
| VRT | Vertiv Holdings CoVRT | 4.20% | $328.49 | $148.61M | 452.4K |
| IBKR | Interactive Brokers Group IncIBKR | 3.42% | $79.50 | $121.23M | 1.5M |
| FAST | Fastenal CoFAST | 3.33% | $44.93 | $117.92M | 2.6M |
| ROL | Rollins IncROL | 3.32% | $55.73 | $117.51M | 2.1M |
| NET | Cloudflare IncNET | 3.20% | $204.97 | $113.22M | 552.4K |
| HWM | Howmet Aerospace IncHWM | 3.18% | $243.04 | $112.51M | 462.9K |
| — | Royal Caribbean Cruises Ltd | 2.92% | $263.76 | $103.21M | 391.3K |
| CVNA | Carvana CoCVNA | 2.89% | $395.80 | $102.31M | 258.5K |
| NTRA | Natera IncNTRA | 2.87% | $206.16 | $101.64M | 493.0K |
Reported price is the fund's own reported value divided by its own reported shares at 2026-04-30 — not a live quote, and not what the fund paid.
Top 10 positions are 33.62% of net assets, top 25 65.93%, across 63 issuers.
See more of this fund's book
More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.
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