SMDVX Mutual Fund

SMDVX Mutual Fund (Hartford Schroders US MidCap Opportunities Fund Class A) is managed by Hartford Funds with $268.9M in net assets. SMDVX expense ratio is 1.16%, holding 70 positions across sectors including Information Technology, Industrials, Financials. Inception date: 2006-03-31.

SMDVX performance shows a YTD return of 16.96%. The 1-year return is 25.28% and the 5-year return is 8.65%. SMDVX dividend yield stands at 8.73%, paid annually.

SMDVX 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 SMDVX holdings, SMDVX sectors, or SMDVX dividends.

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