HFMSX Performance — The Hartford Midcap Fund, Class R4
Data updated: 2026-09-29
HFMSX returned +2.01% year to date and −2.68% over one year to Jul 2026. Annualised returns are +2.80% over 3 years and −1.33% over 5 years. The fund trailed its US Mid-Cap Growth category average: $100 invested three years ago grew to $109, against $139 for the category, and to $97 over one year, against $110. Volatility over the past three years was 18.33% a year. In the 12 months to Jul 2026 the fund lost a net $472.9M, and assets reached $3.21B.
HFMSX Growth of $100
What $100 invested in The Hartford Midcap Fund grew to, compounded from monthly returns reported on SEC Form N-PORT, against the US Mid-Cap Growth category average over the same months.
| Period | HFMSX | Category average |
|---|---|---|
| 1 year (Aug 2025 – Jul 2026) | $97 | $110 |
| 3 years (Aug 2023 – Jul 2026) | $109 | $139 |
| 5 years (Aug 2021 – Jul 2026) | $94 | $121 |
| Since data start (Aug 2019 – Jul 2026) | $131 | $189 |
HFMSX Trailing Returns
Total returns to Jul 2026, from SEC N-PORT.
| Period | Total return |
|---|---|
| YTD | +2.01% |
| 1 year | −2.68% |
| 3 years (annualised) | +2.80% |
| 5 years (annualised) | −1.33% |
HFMSX Annual Returns
Calendar-year total returns of The Hartford Midcap Fund, compounded from monthly SEC N-PORT returns. Partial years show the months covered.
| Year | Total return |
|---|---|
| 2026 (Jan–Jul) | +2.01% |
| 2025 | −0.89% |
| 2024 | +5.82% |
| 2023 | +14.37% |
| 2022 | −24.40% |
| 2021 | +9.54% |
| 2020 | +24.60% |
| 2019 (Aug–Dec) | +3.42% |
HFMSX Monthly Returns
Monthly total returns as reported on SEC Form N-PORT.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0.8% | +0.1% | −6.4% | +9.8% | +4.3% | +3.5% | −8.8% | — | — | — | — | — |
| 2025 | +5.1% | −6.7% | −7.7% | +1.1% | +8.0% | +3.8% | +1.1% | +0.8% | −1.0% | −1.6% | −1.2% | −1.7% |
| 2024 | −0.6% | +5.9% | +2.5% | −6.6% | −0.3% | +0.2% | −0.2% | +2.8% | +2.3% | −2.1% | +10.3% | −7.3% |
| 2023 | +9.2% | −2.8% | 0.0% | −1.6% | −2.8% | +7.0% | +3.7% | −4.0% | −5.8% | −5.9% | +10.2% | +8.3% |
| 2022 | −9.2% | −1.5% | +0.1% | −9.9% | −0.1% | −8.9% | +10.7% | −4.7% | −10.3% | +7.4% | +5.9% | −4.5% |
| 2021 | −0.8% | +5.4% | +0.5% | +3.7% | −1.5% | +0.8% | +0.2% | +0.8% | −4.5% | +4.5% | −3.4% | +4.1% |
| 2020 | −0.5% | −8.1% | −17.2% | +16.1% | +5.9% | +1.8% | +5.9% | +2.6% | −4.0% | +1.5% | +15.3% | +7.9% |
| 2019 | — | — | — | — | — | — | — | −2.2% | −0.9% | +0.5% | +4.2% | +2.0% |
HFMSX Risk
Risk measures from monthly returns over Aug 2023 – Jul 2026.
- 3-year volatility (annualised): 18.33%
- 3-year Sharpe ratio: -0.09 (vs 4.5% risk-free rate)
- Best month: +10.30% (Nov 2024)
- Worst month: −8.82% (Jul 2026)
HFMSX Fund Flows
Monthly money in and out of The Hartford Midcap Fund, from SEC Form N-PORT.
- 12-month net flow: −$472.9M
- 12-month gross sales (incl. reinvestments): $1.1B
- Sales ÷ redemptions: 0.70×
| Month | Sales | Redemptions | Net flow |
|---|---|---|---|
| Jul 2026 | $21.3M | $147.2M | −$125.9M |
| Jun 2026 | $15.1M | $97.7M | −$82.6M |
| May 2026 | $16.6M | $96.8M | −$80.2M |
| Apr 2026 | $21.3M | $133.4M | −$112.2M |
| Mar 2026 | $23.0M | $108.8M | −$85.8M |
| Feb 2026 | $28.1M | $112.1M | −$84.0M |
| Jan 2026 | $30.7M | $144.3M | −$113.6M |
| Dec 2025 | $854.3M | $292.3M | $562.0M |
| Nov 2025 | $30.7M | $147.2M | −$116.5M |
| Oct 2025 | $25.3M | $105.5M | −$80.2M |
| Sep 2025 | $21.1M | $95.3M | −$74.2M |
| Aug 2025 | $18.0M | $97.8M | −$79.8M |
HFMSX Assets Under Management
Net assets of The Hartford Midcap Fund by report date, from SEC N-PORT filings.
| Report date | Net assets |
|---|---|
| 2026-07-31 | $3.21B |
| 2026-04-30 | $3.54B |
| 2026-01-31 | $3.72B |
| 2025-10-31 | $4.29B |
| 2025-07-31 | $4.60B |
| 2025-04-30 | $4.38B |
| 2025-01-31 | $5.37B |
| 2024-10-31 | $5.42B |
| 2024-07-31 | $5.64B |
| 2024-04-30 | $6.01B |
| 2024-01-31 | $6.22B |
| 2023-10-31 | $5.65B |
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.