SMDIX Mutual Fund

SMDIX Mutual Fund (Hartford Schroders US MidCap Opportunities Fund Class I) is managed by Hartford Funds with $535.6M in net assets. SMDIX expense ratio is 0.91%, holding 70 positions across sectors including Industrials, Materials, Information Technology. Inception date: 2006-03-31.

SMDIX performance shows a YTD return of 17.19%. The 1-year return is 25.77% and the 5-year return is 8.76%. SMDIX dividend yield stands at 8.41%, paid annually.

SMDIX top holdings include Trane Technologies Plc - Common (1.8%), Alliant Energy Corp. (1.7%), Ameren Corp. (1.5%), Aon Plc (1.3%), Advanced Drainag Tm B 1ln 7/26 (1.3%). 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.