See what your fund actually adds
Hartford Schroders US MidCap Opportunities Fund Class A SMDVX
Historical return decomposition and an investable replication portfolio, using data through 2026-10-09.
Fund and replication metrics
| Measure | SMDVX | Replication |
|---|---|---|
| Annualized growth | 8.6% | 7.5% |
| Annualized volatility | 15.1% | 15.9% |
| Sharpe ratio | 0.62 | 0.54 |
| Maximum drawdown | 20.3% | 22.0% |
| Replication fit (R²) | 0.94 · Tracking error 3.7% | |
Replication portfolio
The published portfolio below is the investable basket used to model SMDVX’s historical return behavior.
| Ticker | Building block | Weight |
|---|---|---|
| IJH | US Mid Cap | 48.1% |
| USMV | Factor · Min Vol | 24.9% |
| VOT | Mid-Cap · Growth | 15.0% |
| VOE | Mid-Cap · Value | 12.0% |