SMDRX Mutual Fund

SMDRX Mutual Fund (Hartford Schroders US MidCap Opportunities Fund Class SDR) is managed by Hartford Funds with $73.6M in net assets. SMDRX expense ratio is 0.81%, holding 70 positions across sectors including Information Technology, Industrials, Financials. 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 9.04%. SMDRX dividend yield stands at 8.42%, paid annually.

SMDRX top holdings include Aramark Holdings (2.7%), Bio-Techne Corp (2.2%), Assurant, Inc. (2.1%), West Pharmaceutical Services Inc (2.1%), Mettler-Toledo International Inc. (1.9%). 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.