Hartford MidCap HLS IA (HIMCX – Free Report) a Zacks Rank #2 (Buy) invests at least 80% of its assets in common stocks of mid-capitalization companies. The fund may invest up to 20% of its net assets in securities of foreign issuers and non-dollar securities. It favors companies that are high-quality.
This Mid Blend fund, as of the last filing, allocates their fund in three major groups; Large Growth, Large Value and Small Growth. Further, as of the last filing, Markel Corp, Lennox International, and Genpact Ltd. were the top holdings for HIMCX.
The Hartford MidCap HLS IA fund, managed by Hartford, carries an expense ratio of 0.7%.
HIMCX has a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 1, 3, 5 year benchmarks; 1 year 25.58%, 3 year 9.33% and 5 year 14.93%. To see how this fund performed compared in its category and other #1 and #2 Ranked Mutual Funds, please click here .
HIMCX’s performance, as of the last filing, when compared to funds in its category was in the top 14% in 1 year, top 24% over the past 3 years, and in the 4% over the past 5 years.
