Investment objective & strategy
As of April 10, 2025 · prospectusObjective. The Fund seeks long-term growth of capital.
Strategy. The Fund seeks its investment objective by investing primarily in stocks selected by the sub-adviser, Wellington Management Company LLP (Wellington Management), on the basis of potential for capital appreciation. Under normal circumstances, the Fund invests at least 80% of its assets in common stocks of mid-capitalization companies. Wellington Management seeks to invest in quality companies with sustainable growth potential. Wellington Management uses fundamental analysis to evaluate a security for purchase or sale by the Fund. Fundamental analysis of a company involves the assessment of such factors as its business environment, management quality, balance sheet, income statement, anticipated earnings, revenues and dividends, and other related measures and indicators of value. The Funds portfolio seeks to be diversified across the sectors included … The Fund seeks its investment objective by investing primarily in stocks selected by the sub-adviser, Wellington Management Company LLP (Wellington Management), on the basis of potential for capital appreciation. Under normal circumstances, the Fund invests at least 80% of its assets in common stocks of mid-capitalization companies. Wellington Management seeks to invest in quality companies with sustainable growth potential. Wellington Management uses fundamental analysis to evaluate a security for purchase or sale by the Fund. Fundamental analysis of a company involves the assessment of such factors as its business environment, management quality, balance sheet, income statement, anticipated earnings, revenues and dividends, and other related measures and indicators of value. The Funds portfolio seeks to be diversified across the sectors included in the Russell Midcap Growth Index. The amount the Fund invests in any one sector may vary and the Fund is not required to invest in all sectors. Based on market or economic conditions, the Fund may, through its normal bottom-up stock selection process, focus in one or more sectors of the market. The Fund defines mid-capitalization companies as companies with market capitalizations within the collective range of the Russell Midcap and S&P MidCap 400 Indices. As of December 31, 2024, this range was approximately $159.43 million to $168.43 billion. The market capitalization range of these indices changes over time.
Top holdings
As of March 31, 2026 · N-PORT| Security | Ticker | Value | % of fund |
|---|---|---|---|
| CLOUDFLARE INC-A | — | $28.35M | 4.35% |
| VERTIV HOLDINGS CO | — | $23.80M | 3.65% |
| HOWMET AEROSPACE INC | — | $23.76M | 3.65% |
| ROYAL CARIBBEAN CRUISES LTD | — | $22.53M | 3.46% |
| ROLLINS INC | — | $22.41M | 3.44% |
| MONOLITHIC POWER SYS INC | — | $22.08M | 3.39% |
| FASTENAL CO | — | $21.99M | 3.37% |
| INTERACTIVE BROKERS GROUP INC | — | $21.62M | 3.32% |
| NATERA INC | — | $19.62M | 3.01% |
| CASEY'S GENERAL | — | $17.82M | 2.73% |
Portfolio moves
Dec 31, 2025 → Mar 31, 2026How many positions this fund opened, exited, grew, trimmed, or left unchanged between its two most recent N-PORT snapshots — net changes between point-in-time reports, not a trade log.
Similar funds
Funds whose portfolios most overlap this one, by weight| Fund | Overlap | Net exp. |
|---|---|---|
| THE HARTFORD MIDCAP FUND · HFMCX, HMDCX, HMDYX, HFMIX, HFMRX, HFMSX, HFMTX, HFMVX, HMDFX | 89% | 0.76% |
| Neuberger Berman Mid Cap Growth Fund · NMANX, NBMTX, NBMBX, NBMLX, NMGAX, NMGCX, NMGRX, NRMGX | 39% | 0.58% |
| SA Multi-Managed Mid Cap Growth Portfolio | 38% | 0.98% |
Advisers
| Firm | Role |
|---|---|
| Wellington Management Company LLP | Sub-adviser |
| Hartford Funds Management Company, LLC | Adviser |
Footnotes
- Expense ratio as of April 10, 2025, from the fund's prospectus.
- Net assets and holdings count as of March 31, 2026, from the fund's N-PORT filing.
- Total return for calendar year 2025, before tax and after fund expenses. Computed by compounding the twelve monthly total returns the fund reported in its SEC N-PORT filings for 2025 (the latest prospectus does not yet chart this year).
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