See what your fund actually adds
The Hartford MidCap Fund Class A HFMCX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | HFMCX | Replication |
|---|---|---|
| Annualized growth | -0.8% | 6.2% |
| Annualized volatility | 20.1% | 19.9% |
| Sharpe ratio | 0.06 | 0.40 |
| Maximum drawdown | 33.0% | 34.3% |
| Replication fit (R²) | 0.95 · Tracking error 4.3% | |
Replication portfolio
The published portfolio below is the investable basket used to model HFMCX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| VBK | Small-Cap · Growth | 49.8% |
| VOT | Mid-Cap · Growth | 27.9% |
| XLI | Sector · Industrials | 11.1% |
| MTUM | Factor · Momentum | 6.5% |
| VOX | Sector · Communication | 4.7% |