SMDRX Mutual Fund

SMDRX Mutual Fund (Hartford Schroders US MidCap Opportunities Fund Class SDR) is managed by Hartford Funds with $76.8M in net assets. SMDRX expense ratio is 0.81%, holding 70 positions across sectors including Industrials, Materials, Information Technology. Inception date: 2014-12-30.

SMDRX performance shows a YTD return of 17.25%. The 1-year return is 26.04% and the 5-year return is 8.88%. SMDRX dividend yield stands at 8.49%, paid annually.

SMDRX 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 SMDRX holdings, SMDRX sectors, or SMDRX dividends.

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