Wellington Management announced it will acquire Hartford Funds, expected to close in 2027’s first quarter, internalizing roughly USD 130 billion of the USD 1.35 trillion manager’s assets that it has long subadvised for the fund family (which holds USD 160 billion total). Hartford Funds will be rebranded as Wellington.
The Hartford MidCap Fund Class R4 HFMSX
- NAV / 1-Day Return 27.56 / +1.21 %
- Total Assets 3.1B
-
Adj. Expense Ratio
1.170%
- Expense Ratio 1.170%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 0
- Status Open
- TTM Yield 0.00
- Turnover 81%
USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:11 AM GMT+0
Morningstar’s Analysis HFMSX
Will HFMSX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 29.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
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United States