SMDVX
Hartford Schroders US MidCap Opportunities Fund Class A
1W: +0.2%
1M: -0.9%
3M: -2.0%
YTD: +14.6%
1Y: +10.8%
3Y: +43.5%
5Y: +34.9%
$20.84
+0.13 (+0.63%)
Weekly Expected Move ±1.2%
$20
$20
$21
$21
$21
Key Statistics
AUM$1.1B
Holdings69
Top 10 Wt21.9%
Volume0
Avg Volume0
Beta0.85
Portfolio Fundamentals
P/E27.1
P/B4.8
Div Yield1.18%
ROE17.7%
% Profitable94%
Inception2006-04-03
Sector Allocation
Technology
27.4%
Industrials
21.4%
Financial Services
11.6%
Consumer Cyclical
8.2%
Energy
6.2%
Healthcare
5.9%
+5 more
Top 10 Holdings
| # | Name | Ticker | Weight % | Market Value | Shares |
|---|---|---|---|---|---|
| 1 | Aramark | 0HHB.L | 3.09% | $31.5M | 689,376 |
| 2 | Marvell Technology Inc | MRVL | 2.80% | $28.5M | 172,755 |
| 3 | BWX Technologies Inc | BWXT | 2.16% | $22.0M | 101,855 |
| 4 | TechnipFMC PLC | FTI | 2.15% | $21.9M | 289,519 |
| 5 | Keysight Technologies Inc | KEYS | 2.09% | $21.3M | 60,893 |
| 6 | Ciena Corp | 0HYA.L | 2.09% | $21.3M | 40,300 |
| 7 | Assurant Inc | 0HIN.L | 2.00% | $20.4M | 86,189 |
| 8 | West Pharmaceutical Services Inc | WST | 1.85% | $18.8M | 63,195 |
| 9 | Coherent Corp | 0LHO.L | 1.83% | $18.6M | 58,256 |
| 10 | Burlington Stores Inc | BURL | 1.83% | $18.6M | 58,176 |