Get 40% Off
🤯 This Tech Portfolio is up 29% YTD! Join Now to Get April’s Top PicksGet The Picks – Just 99 USD

Why Invest In Hartford MidCap HLS IA Fund (HIMCX)?

Published 08/18/2017, 08:45 AM
Updated 07/09/2023, 06:31 AM

Hartford MidCap HLS IA Fund HIMCX seeks appreciation of capital for the long run. HIMCX invests a bulk of its assets in common stocks of mid-cap companies. HIMCX also invests around one-fifth of its assets in foreign companies and non-dollar securities. HIMCX focuses mainly on high-quality securities.

This Mid Blend producthas a history of positive total returns for over 10 years. Specifically, the fund’s returns over the 3, 5 year benchmarks; 3 year 10.8% and 5 year 16.3%. 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 13% over the past 1 year, and in the top 18% over the past 3 years and in the top 7% over the past 5 years.

The Hartford MidCap HLS IA fund, as of the last filing, allocates their fund in top two major groups; Small Growth and Large Growth. Further, as of the last filing, Genpact Ltd, TransUnion and VeriSign Inc (NASDAQ:VRSN) were the top holdings for HIMCX.

This Zacks Rank #2 (Buy) was incepted in July 1997 and is managed by Hartford. HIMCX carries an expense ratio of 0.70% and requires a minimal initial investment of $0.

Want key mutual fund info delivered straight to your inbox?

Zacks’ free Fund Newsletter will brief you on top news and analysis, as well as top-performing mutual funds, each week. Get it free >>


View All Zacks #1 Ranked Mutual Funds

Get Your Free (HIMCX): Fund Analysis Report

Original post

Zacks Investment Research

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.