Hartford Schroders US MidCap Opportunities Fund (SMDIX) Research

Under typical market conditions, this fund primarily allocates its capital to equity investments. A substantial portion, specifically at least four-fifths of its total holdings, is ordinarily committed to shares issued by mid-sized companies operating within the United States. However, the sub-adviser maintains the flexibility to also acquire equities of micro-cap, small-cap, or large-cap businesses if such opportunities are perceived to offer promising potential for capital growth. The fund's portfolio may comprise common and preferred stocks, as well as securities traded over-the-counter.

Market snapshot

Symbol
SMDIX
Price
$21.85
Day change
+0.51%
Market cap
$1.0B
52-week range
18.71-22.11
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Diamond Hill Small-Mid Cap Fund (DHMAX)
  • Empower Aggressive Profile Fund (MXAPX)
  • PGIM Quant Solutions Stock Index Fund (PSIFX)
  • PGIM Quant Solutions Large-Cap Core Equity Fund (PTEZX)
  • American Century Balanced Fund (TWBIX)

Open Hartford Schroders US MidCap Opportunities Fund (SMDIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.