HMDCX

Active

THE HARTFORD MIDCAP FUND

Category: US Equity (9,528 funds)

Expense Ratio
1.84%
Annual Cost per $10K
$184.00
30-Year Fee Drag per $10K
$30,883
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+3.56%

Asset Allocation

US Equity
89%
Intl Equity
10%
Cash
1%

Fee Comparison

HMDCX
1.84%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

74% more expensive than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+22.17%3Y
Compare to

Fee Impact Calculator

$
%
HMDCX at 1.84%$226,197
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$154,415
Cost vs index fund−$151,227

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
HMDCXTHE HARTFORD MIDCAP FUND1.84%
RICAXInvestment Co of America1.36%
JDVFXDisciplined Value Fund1.71%
CDIRXColumbia Dividend Income Fund1.15%
FBCCXFidelity Blue Chip Growth Fund0.97%
FOCKXFidelity OTC Portfolio1.05%
BPTUXBaron Partners Fund1.99%
MEGRXMFS Growth Fund1.08%
FDNRXFranklin Dynatech Fund1.07%
PAMCXT. Rowe Price Mid-Cap Growth Fund, Inc.1.01%
UBVAXUndiscovered Managers Behavioral Value Fund1.24%
JMUEXJPMorgan U.S. Equity Fund0.94%
FSIUXInvesco Dividend Income Fund1.69%
FGSRXFranklin Growth Fund1.04%
FAGOXFidelity Advisor Growth Opportunities Fund0.99%
TADGXT. Rowe Price Dividend Growth Fund, Inc.0.89%
PAFDXT. Rowe Price Equity Income Fund0.98%
WFPCXAllspring Special Mid Cap Value Fund1.87%
FRDPXFranklin Rising Dividends Fund0.83%
PAWAXT. Rowe Price All-Cap Opportunities Fund1.05%
PEMGXMidCap Fund0.93%
PASVXT. Rowe Price Small-Cap Value Fund, Inc.1.16%
IHGIXTHE HARTFORD DIVIDEND AND GROWTH FUND0.96%
JCPRXJPMorgan U.S. Large Cap Core Plus Fund1.64%
FNIAXFidelity Advisor New Insights Fund0.90%
GOGFXVictory Sycamore Small Company Opportunity Fund1.23%
POLRXPolen Growth Fund1.22%
VAFAXInvesco American Franchise Fund0.93%
NDVAXMFS New Discovery Value Fund1.46%
JMGFXJPMorgan Mid Cap Growth Fund1.09%
DDFIXInvesco Diversified Dividend Fund1.07%
MCPRXMFS Mid Cap Growth Fund1.02%
TAMVXT. Rowe Price Mid-Cap Value Fund, Inc.1.10%
SHISXBlackRock Health Sciences Opportunities Portfolio1.15%
MVCAXMFS Mid Cap Value Fund0.99%
CSECXCalvert Equity Fund1.65%
MLINXNYLI Winslow Large Cap Growth Fund1.13%
FUNCXVictory Pioneer Fundamental Growth Fund1.72%
SBLGXClearBridge Large Cap Growth Fund1.01%
MSRRXMFS Research Fund1.02%
TQAAXT. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund1.07%
PASSXT. Rowe Price Small-Cap Stock Fund, Inc.1.15%
RTLAXTax-Managed U.S. Large Cap Fund1.16%
EPGAXFidelity Advisor Equity Growth Fund0.92%
FCPVXFidelity Small Cap Value Fund1.20%
WGROXWasatch Core Growth Fund1.17%
LMPPXClearBridge Appreciation Fund1.24%
NLSAXNeuberger Berman Long Short Fund1.68%
MITBXMassachusetts Investors Trust1.45%
ASMMXInvesco Summit Fund1.23%
SBPLXClearBridge Dividend Strategy Fund1.74%
DAGVXBNY Mellon Dynamic Value Fund0.93%
JSECXJPMorgan Small Cap Equity Fund1.24%
LMPFXClearBridge Growth Fund1.13%
MEFAXMassMutual Mid Cap Growth Fund1.11%
ITHAXTHE HARTFORD CAPITAL APPRECIATION FUND1.05%
SGRAXAllspring Growth Fund1.15%
KTCCXDWS Science and Technology Fund1.75%
BGRUXBARON GROWTH FUND1.09%
RAGTXVirtus Zevenbergen Technology Fund1.44%
AVPAXAmerican Beacon Small Cap Value Fund1.15%
ISTNXMacquarie Science and Technology Fund1.42%
FDGFXFidelity Dividend Growth Fund1.16%
TEGAXTouchstone Strategic Trust-Touchstone Mid Cap Growth Fund2.00%
JHDCXJPMorgan Hedged Equity 2 Fund1.35%
SMVLXSmead Value Fund1.22%
MVISXPatient Opportunity Trust1.42%
DCCCXMacquarie Small Cap Core Fund1.81%
FHCLXSelect Health Care Portfolio
CSMEXCarillon Scout Mid Cap Fund1.25%
MRERXMFS Core Equity Fund0.88%
HGOAXTHE HARTFORD GROWTH OPPORTUNITIES FUND1.08%
ATHAXHeritage Fund1.25%
VLNPXVoya Small Cap Growth Fund2.01%
XFBRXVIP Mid Cap Portfolio0.82%
FKARXFranklin Growth Opportunities Fund1.19%
DEVCXMacquarie Small Cap Value Fund1.85%
FTCHXInvesco Technology Fund1.76%
ESPAXAllspring Special Small Cap Value Fund1.17%
FRUSXFranklin Utilities Fund1.21%
CCASXCONESTOGA SMALL CAP FUND1.10%
JLCFXFundamental Large Cap Core Fund0.91%
BMSBXMFS Blended Research Mid Cap Equity Fund1.59%
WMICXWasatch Micro Cap Fund1.66%
FRVFXFranklin Small Cap Value Fund1.72%
SASMXClearBridge Small Cap Growth Fund1.19%
LAFPXLORD ABBETT AFFILIATED FUND INC0.89%
BSCUXBARON SMALL CAP FUND1.05%
PCSMXSmallCap Growth Fund I1.44%
BARUXBARON ASSET FUND1.04%
GABSXThe Gabelli Small Cap Growth Fund1.37%
HFMTXTHE HARTFORD MIDCAP FUND0.83%
LGLAXLord Abbett Growth Leaders Fund0.90%
JCMAXJPMorgan Mid Cap Equity Fund1.09%
PABVXMidCap Value Fund I1.19%
LCGRXLoomis Sayles Small Cap Growth Fund1.19%
ACLCXValue Fund1.45%
JLVMXJPMorgan Large Cap Value Fund0.93%
HQISXTHE HARTFORD EQUITY INCOME FUND1.06%
BDSAXBlackRock Advantage Small Cap Core Fund1.50%
MMGEXMassMutual Small Cap Growth Equity Fund1.55%

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