SMDIX Mutual Fund

SMDIX Mutual Fund (Hartford Schroders US MidCap Opportunities Fund Class I) is managed by Hartford Funds with $507.2M in net assets. SMDIX expense ratio is 0.91%, holding 74 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2006-03-31.

SMDIX performance shows a YTD return of 18.24%. The 1-year return is 26.13% and the 5-year return is 8.65%. SMDIX dividend yield stands at 8.34%, paid annually.

SMDIX top holdings include Mettler-Toledo International Inc. (2.2%), Burlington Stores Inc (2.1%), Assurant, Inc. (2.1%), Verisk Analytics Inc. (1.8%), Zebra Technologies Corp (1.8%). Go to all SMDIX holdings, SMDIX sectors, or SMDIX dividends.

SMDIX can be compared against other funds. Use SMDIX overlap to find shared positions, or SMDIX vs another fund for a side-by-side view. SMDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.