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Hartford Schroders Us Midcap Opportunities Fund Class I: (MF: SMDIX)
(NASDAQ Mutual Funds) As of Feb 6, 2026 04:49 PM ET
$20.13 USD
+0.50 (2.55%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Dec 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 7.38 | 77 |
| 3 months | 5.53 | 5 |
| 6 months | 8.67 | 45 |
| 1 Year | 7.38 | 77 |
| 3 Year | 11.76 | 79 |
| 5 Year | 9.01 | 66 |
| 10 Year | 10.10 | 73 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -43.45 |
| Bull Market (2/09 - 3/21) | 694.23 |
Load Adjusted Returns as of Dec 31, 2025
| 1 Year | 7.38 |
| 5 Year | 9.00 |
| 10 Year | 10.10 |
| Since Inception | 9.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -4.73 | 3.72 | 2.96 | 5.53 |
| 2024 | 9.27 | -3.81 | 7.25 | 2.35 |
| 2023 | 4.86 | 2.43 | -4.69 | 10.05 |
| 2022 | -5.41 | -12.75 | -2.74 | 9.06 |
| 2021 | 9.39 | 5.04 | 0.93 | 8.60 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 7.38 | 15.38 | 12.65 | -12.47 | 25.95 | 9.17 | 28.02 | -10.99 | 15.60 | 18.34 |
| % Total Return Rel to Index | -10.83 | -9.63 | -13.58 | 5.73 | -2.72 | -9.23 | -3.46 | -6.60 | -6.19 | 6.40 |
| % Total Return Rel to Peer | -5.32 | -4.00 | -10.34 | 7.22 | 3.89 | -10.74 | -0.40 | -4.13 | -5.07 | 10.52 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 2.00 | 4.00 | 4.00 | 4.00 | 4.00 | 1.00 |
| % Dividends | 0.07 | 0.06 | 0.08 | 0.07 | 0.01 | 0.05 | 0.04 | 0.04 | 0.01 | 0.03 |
| % Yield | 0.34 | 0.31 | 0.33 | 0.43 | 0.07 | 0.30 | 0.25 | 0.29 | 0.11 | 0.22 |
| Capital Gains ($) | 1.80 | 1.59 | 0.22 | 0.46 | 2.90 | 0.00 | 0.10 | 0.27 | 0.21 | 0.19 |
| Expense Ratio | 0.91 | 0.90 | 0.90 | 0.89 | 0.89 | 0.90 | 1.00 | 0.98 | 1.01 | 1.01 |
* 1 = Top 20%, 5 = Bottom 20%